Smallcap Growth is trading at 12.63 as of the 3rd of December 2024; that is 0.08% up since the beginning of the trading day. The fund's open price was 12.62. Smallcap Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Smallcap Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of June 2023 and ending today, the 3rd 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. The fund may invest up to 30 percent of the funds assets using an index sampling strategy designed to match the performance of the Russell 2000 Growth Index.. More on Smallcap Growth Fund
Smallcap Growth Fund [PPNMX] is traded in USA and was established 3rd of December 2024. Smallcap Growth is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Principal Funds family. This fund at this time has accumulated 2.02 B in assets with no minimum investment requirementsSmallcap Growth is currently producing year-to-date (YTD) return of 22.05%, while the total return for the last 3 years was 0.69%.
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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 Growth 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 Growth 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 Growth security.
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