Smallcap Fund Fka Fund Quote
| PLLAX Fund | USD 27.56 0.47 1.73% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Smallcap Fund is trading at 27.56 as of the 22nd of November 2024; that is 1.73% up since the beginning of the trading day. The fund's open price was 27.09. Smallcap Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Smallcap Fund Fka are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 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. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.. More on Smallcap Fund Fka
Moving together with Smallcap Mutual Fund
Moving against Smallcap Mutual Fund
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Blend Funds, Small Blend, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Smallcap Fund Fka [PLLAX] is traded in USA and was established 22nd of November 2024. Smallcap Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Principal Funds family. This fund at this time has accumulated 1.25 B in assets with no minimum investment requirementsSmallcap Fund Fka is currently producing year-to-date (YTD) return of 9.77% with the current yeild of 0.0%, while the total return for the last 3 years was -1.84%.
Check Smallcap Fund 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 Fund Fka 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.
Top Smallcap Fund Fka Mutual Fund Constituents
| ADUS | Addus HomeCare | Stock | Health Care | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| VLY | Valley National Bancorp | Stock | Financials | |
| SWX | Southwest Gas Holdings | Stock | Utilities | |
| BLDR | Builders FirstSource | Stock | Industrials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| POR | Portland General Electric | Stock | Utilities |
Smallcap Fund Fka Risk Profiles
| Mean Deviation | 0.8612 | |||
| Semi Deviation | 0.8738 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Smallcap Fund Against Markets
Other Information on Investing in Smallcap Mutual Fund
Smallcap Fund 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 Fund security.
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