Smallcap Value is trading at 12.93 as of the 1st of December 2024; that is 0.77% down since the beginning of the trading day. The fund's open price was 13.03. Smallcap Value has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Smallcap Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. 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 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.. More on Smallcap Value Fund
Smallcap Value Fund [PJARX] is traded in USA and was established 1st of December 2024. Smallcap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Principal Funds family. This fund at this time has accumulated 1.19 B in assets with no minimum investment requirementsSmallcap Value is currently producing year-to-date (YTD) return of 12.73% with the current yeild of 0.01%, while the total return for the last 3 years was 6.46%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Smallcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Smallcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Smallcap Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.