Midcap Fund Financials
| PMSBX Fund | USD 40.97 0.00 0.00% |
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 Fund Fund Summary
Midcap Fund competes with Columbia Convertible, Harbor Convertible, Putnam Convertible, Gabelli Convertible, and Absolute Convertible. 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 with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap Index. The fund also invests in foreign securities.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Mid-Cap Growth |
| 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 Fund's current stock value. Our valuation model uses many indicators to compare Midcap Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Midcap Fund competition to find correlations between indicators driving Midcap Fund's intrinsic value. More Info.Midcap Fund R 1 is rated top fund in price to earning among similar funds. It also is rated top 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 Fund R 1 is roughly 9.31 . 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 Fund's earnings, one of the primary drivers of an investment's value.Midcap Fund R Systematic Risk
Midcap Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Midcap Fund 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Midcap Fund R correlated with the market. If Beta is less than 0 Midcap Fund generally moves in the opposite direction as compared to the market. If Midcap Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Midcap Fund R is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Midcap Fund is generally in the same direction as the market. If Beta > 1 Midcap Fund moves generally in the same direction as, but more than the movement of the benchmark.
Midcap Fund November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Midcap Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Midcap Fund R 1. We use our internally-developed statistical techniques to arrive at the intrinsic value of Midcap Fund R 1 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 Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7946 | |||
| Information Ratio | 0.0298 | |||
| Maximum Drawdown | 4.44 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.52 |
Other Information on Investing in Midcap Mutual Fund
Midcap Fund 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 Fund security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |