Smallcap Value Financials
| PPVIX Fund | USD 13.88 0.01 0.07% |
Smallcap |
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.
Smallcap Value Fund Summary
Smallcap Value competes with Federated Institutional, Ab Global, Needham Aggressive, California High-yield, and Pioneer High. 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 small market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74254R6945 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Smallcap Value Key Financial Ratios
Smallcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap Value's current stock value. Our valuation model uses many indicators to compare Smallcap Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smallcap Value competition to find correlations between indicators driving Smallcap Value's intrinsic value. More Info.Smallcap Value Fund 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 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Smallcap Value Fund is roughly 12.36 . 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 Smallcap Value's earnings, one of the primary drivers of an investment's value.Smallcap Value Systematic Risk
Smallcap Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smallcap Value 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 Smallcap Value correlated with the market. If Beta is less than 0 Smallcap Value generally moves in the opposite direction as compared to the market. If Smallcap Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smallcap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smallcap Value is generally in the same direction as the market. If Beta > 1 Smallcap Value moves generally in the same direction as, but more than the movement of the benchmark.
Smallcap Value November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smallcap Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smallcap Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smallcap Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Smallcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smallcap Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9714 | |||
| Information Ratio | (0.0003) | |||
| Maximum Drawdown | 7.9 | |||
| Value At Risk | (1.76) | |||
| Potential Upside | 1.89 |
Other Information on Investing in Smallcap Mutual Fund
Smallcap Value financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap Value security.
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