Capital Securities Financials
| PCSFX Fund | USD 9.47 0.01 0.11% |
Capital |
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.
Capital Securities Fund Summary
Capital Securities competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, and Strategic Asset. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in capital securities at the time of purchase. It may invest up to 100 percent of its assets in below investment grade preferred securities, which are rated at the time of purchase Ba1 or lower by Moodys and BB or lower by SP Global. The fund concentrates its investments in securities in one or more industries within the U.S. and non-U.S. financial services sector.Specialization | Preferred Stock, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7425372023 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Preferred Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Capital Securities Key Financial Ratios
Capital Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital Securities's current stock value. Our valuation model uses many indicators to compare Capital Securities value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Securities competition to find correlations between indicators driving Capital Securities's intrinsic value. More Info.Capital Securities Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 217.91 of Year To Date Return per Annual Yield. 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 Capital Securities' earnings, one of the primary drivers of an investment's value.Capital Securities Systematic Risk
Capital Securities' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital Securities 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Capital Securities correlated with the market. If Beta is less than 0 Capital Securities generally moves in the opposite direction as compared to the market. If Capital Securities Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital Securities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital Securities is generally in the same direction as the market. If Beta > 1 Capital Securities moves generally in the same direction as, but more than the movement of the benchmark.
Capital Securities December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital Securities help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital Securities Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital Securities Fund based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital Securities's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1986 | |||
| Information Ratio | (0.87) | |||
| Maximum Drawdown | 0.8453 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2134 |
Other Information on Investing in Capital Mutual Fund
Capital Securities financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Securities security.
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