Largecap Growth Fund Key Fundamental Indicators
| PLGIX Fund | USD 15.23 0.16 1.06% |
As of the 10th of February, Largecap Growth secures the Standard Deviation of 0.9889, risk adjusted performance of (0.08), and Mean Deviation of 0.7462. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Largecap Growth, as well as the relationship between them.
Largecap Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Largecap Growth's valuation are provided below:Largecap Growth Fund does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Largecap |
Largecap Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Largecap Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Largecap Growth.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Largecap Growth on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Largecap Growth Fund or generate 0.0% return on investment in Largecap Growth over 90 days. Largecap Growth is related to or competes with Auer Growth, Ab Global, Dgi Balanced, Rbb Fund, and Rbc Funds. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Largecap Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Largecap Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Largecap Growth Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.33 |
Largecap Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Largecap Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Largecap Growth's standard deviation. In reality, there are many statistical measures that can use Largecap Growth historical prices to predict the future Largecap Growth's volatility.| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.21) | |||
| Treynor Ratio | (0.13) |
Largecap Growth February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.08) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 0.7462 | |||
| Coefficient Of Variation | (1,039) | |||
| Standard Deviation | 0.9889 | |||
| Variance | 0.9778 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.21) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.33 | |||
| Skewness | (0.23) | |||
| Kurtosis | 0.2036 |
Largecap Growth Backtested Returns
Largecap Growth has Sharpe Ratio of -0.11, which conveys that the entity had a -0.11 % return per unit of risk over the last 3 months. Largecap Growth exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please verify Largecap Growth's Standard Deviation of 0.9889, risk adjusted performance of (0.08), and Mean Deviation of 0.7462 to check out the risk estimate we provide. The fund secures a Beta (Market Risk) of 0.81, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Largecap Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Largecap Growth is expected to be smaller as well.
Auto-correlation | -0.07 |
Very weak reverse predictability
Largecap Growth Fund has very weak reverse predictability. Overlapping area represents the amount of predictability between Largecap Growth time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Largecap Growth price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Largecap Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Largecap Growth Fund has a Price To Earning of 26.55 times. This is 33.55% higher than that of the Principal Funds family and significantly higher than that of the Large Growth category. The price to earning for all United States funds is notably lower than that of the firm.
Largecap Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Largecap Growth's current stock value. Our valuation model uses many indicators to compare Largecap Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Largecap Growth competition to find correlations between indicators driving Largecap Growth's intrinsic value. More Info.Largecap Growth Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Largecap Growth Fund is roughly 5.82 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Largecap Growth's earnings, one of the primary drivers of an investment's value.Largecap Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Largecap Growth's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Largecap Growth could also be used in its relative valuation, which is a method of valuing Largecap Growth by comparing valuation metrics of similar companies.Largecap Growth is currently under evaluation in price to earning among similar funds.
Largecap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Largecap Growth's current stock value. Our valuation model uses many indicators to compare Largecap Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Largecap Growth competition to find correlations between indicators driving Largecap Growth's intrinsic value. More Info.Largecap Growth Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Largecap Growth Fund is roughly 5.82 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Largecap Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Largecap Growth
The fund consists of 97.64% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Largecap Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Largecap Fundamentals
| Price To Earning | 26.55 X | ||||
| Price To Book | 4.56 X | ||||
| Price To Sales | 2.51 X | ||||
| Total Asset | 454.49 M | ||||
| Year To Date Return | 0.69 % | ||||
| One Year Return | 5.84 % | ||||
| Three Year Return | 20.81 % | ||||
| Five Year Return | 9.33 % | ||||
| Ten Year Return | 16.33 % | ||||
| Net Asset | 7.37 B | ||||
| Cash Position Weight | 2.11 % | ||||
| Equity Positions Weight | 97.64 % |
About Largecap Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Largecap Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Largecap Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Largecap Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. It invested significantly in industries within the information technology sectors. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Largecap Mutual Fund
Largecap Growth financial ratios help investors to determine whether Largecap 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 Largecap with respect to the benefits of owning Largecap Growth security.
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