Midcap Sp Financials
| MPSIX Fund | USD 26.97 0.03 0.11% |
Midcap |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Midcap Sp Fund Summary
Midcap Sp competes with Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid, and Vanguard Extended. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard Poors MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with riskreturn characteristics of the mid cap universe.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74253Q6970 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Midcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Midcap Sp's current stock value. Our valuation model uses many indicators to compare Midcap Sp value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Midcap Sp competition to find correlations between indicators driving Midcap Sp's intrinsic value. More Info.Midcap Sp 400 is number one fund in price to earning among similar funds. It is regarded fifth largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Midcap Sp 400 is roughly 9.22 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Midcap Sp's earnings, one of the primary drivers of an investment's value.Midcap Sp 400 Systematic Risk
Midcap Sp's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Midcap Sp volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Midcap Sp 400 correlated with the market. If Beta is less than 0 Midcap Sp generally moves in the opposite direction as compared to the market. If Midcap Sp Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Midcap Sp 400 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Midcap Sp is generally in the same direction as the market. If Beta > 1 Midcap Sp moves generally in the same direction as, but more than the movement of the benchmark.
Midcap Sp December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Midcap Sp help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Midcap Sp 400. We use our internally-developed statistical techniques to arrive at the intrinsic value of Midcap Sp 400 based on widely used predictive technical indicators. In general, we focus on analyzing Midcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Midcap Sp's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.918 | |||
| Information Ratio | 0.0168 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.67 |
Other Information on Investing in Midcap Mutual Fund
Midcap Sp financial ratios help investors to determine whether Midcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Midcap with respect to the benefits of owning Midcap Sp security.
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