Smallcap Value Fund Quote
| PLARX Fund | USD 11.77 0.02 0.17% |
PerformanceSolid
| Odds Of DistressLow
|
Smallcap Value is trading at 11.77 as of the 28th of January 2026; that is 0.17% down since the beginning of the trading day. The fund's open price was 11.79. Smallcap Value has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 30th of October 2025 and ending today, the 28th of January 2026. 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. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.. More on Smallcap Value Fund
Moving together with Smallcap Mutual Fund
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Value Funds, Small Value, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
Smallcap Value Fund [PLARX] is traded in USA and was established 28th of January 2026. 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 4.96% with the current yeild of 0.01%, while the total return for the last 3 years was 10.26%.
Check Smallcap Value Probability Of Bankruptcy
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.
Smallcap Value Risk Profiles
| Mean Deviation | 0.9074 | |||
| Semi Deviation | 0.506 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 |
Smallcap Value Against Markets
Smallcap Mutual Fund Analysis Notes
The fund maintains 96.03% of assets in stocks. Smallcap Value last dividend was 0.06 per share. Large To find out more about Smallcap Value Fund contact the company at 800-222-5852.Smallcap Value Investment Alerts
Top Smallcap Value Fund Mutual Fund Constituents
| TGNA | Tegna Inc | Stock | |
| LIVN | LivaNova PLC | Stock | |
| LSTR | Landstar System | Stock | |
| EXLS | ExlService Holdings | Stock | |
| ATGE | Adtalem Global Education | Stock | |
| MTG | MGIC Investment Corp | Stock | |
| ASGN | ASGN Inc | Stock | |
| OVV | Ovintiv | Stock | |
| FFBC | First Financial Bancorp | Stock | |
| LPLA | LPL Financial Holdings | Stock | |
| BAH | Booz Allen Hamilton | Stock | |
| SHO | Sunstone Hotel Investors | Stock | |
| FRME | First Merchants | Stock | |
| BERY | Berry Global Group | Stock | |
| JACK | Jack In The | Stock | |
| BRO | Brown Brown | Stock | |
| FN | Fabrinet | Stock | |
| ESI | Element Solutions | Stock | |
| FCN | FTI Consulting | Stock | |
| FAF | First American | Stock | |
| SWX | Southwest Gas Holdings | Stock | |
| FCFS | FirstCash | Stock | |
| RUSHA | Rush Enterprises A | Stock | |
| FSS | Federal Signal | Stock | |
| NXST | Nexstar Broadcasting Group | Stock | |
| SIGI | Selective Insurance Group | Stock |
Smallcap Value Outstanding Bonds
Smallcap Value issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Smallcap Value uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Smallcap bonds can be classified according to their maturity, which is the date when Smallcap Value Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US74256LAU35 Corp BondUS74256LAU35 | View | |
| PFG 875 12 JAN 26 Corp BondUS74256LEK17 | View | |
| PFG 125 16 AUG 26 Corp BondUS74256LEP04 | View | |
| PFG 15 17 NOV 26 Corp BondUS74256LES43 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAA08 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAF94 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAJ17 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAM46 | View |
Smallcap Value Predictive Daily Indicators
Smallcap Value intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Smallcap Value mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.77 | |||
| Day Typical Price | 11.77 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 64.71 |
Smallcap Value Forecast Models
Smallcap Value's time-series forecasting models are one of many Smallcap Value's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Smallcap Value's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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