Midcap Value Fund Quote

PABVX Fund  USD 15.59  0.02  0.13%   

Performance

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Odds Of Distress

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Midcap Value is trading at 15.59 as of the 25th of February 2025; that is 0.13% up since the beginning of the trading day. The fund's open price was 15.57. Midcap Value has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of January 2025 and ending today, the 25th of February 2025. Click here to learn more.
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. Principal Fds is traded on NASDAQ Exchange in the United States.. More on Midcap Value Fund

Moving together with MIDCAP Mutual Fund

  0.61PLKTX Principal Lifetime HybridPairCorr
  0.69PMDDX Small Midcap DividendPairCorr
  0.69PREJX Real Estate SecuritiesPairCorr

MIDCAP Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Principal Funds (View all Sectors)
Update Date31st of December 2024
Midcap Value Fund [PABVX] is traded in USA and was established 25th of February 2025. Midcap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Principal Funds family. This fund at this time has accumulated 1.02 B in assets with no minimum investment requirementsMidcap Value is currently producing year-to-date (YTD) return of 1.24% with the current yeild of 0.01%, while the total return for the last 3 years was 6.95%.
Check Midcap Value Probability Of Bankruptcy

Instrument Allocation

Top Midcap Value Fund Mutual Fund Constituents

HASHasbro IncStockConsumer Discretionary
BWABorgWarnerStockConsumer Discretionary
PBProsperity BancsharesStockFinancials
CRICartersStockConsumer Discretionary
DTEDTE EnergyStockUtilities
IPGInterpublic Group ofStockCommunication Services
MKLMarkelStockFinancials
LSTRLandstar SystemStockIndustrials
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Midcap Value Risk Profiles

Midcap Value Against Markets

Other Information on Investing in MIDCAP Mutual Fund

Midcap Value 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 Value security.
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