Principal Midcap Value Fund Manager Performance Evaluation
| PCMSX Fund | USD 15.49 0.71 4.80% |
The fund holds a Beta of -0.13, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Principal Midcap are expected to decrease at a much lower rate. During the bear market, Principal Midcap is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Principal Midcap Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Principal Midcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Principal Midcap Relative Risk vs. Return Landscape
If you would invest 1,568 in Principal Midcap Value on January 4, 2025 and sell it today you would lose (19.00) from holding Principal Midcap Value or give up 1.21% of portfolio value over 90 days. Principal Midcap Value is currently producing negative expected returns and takes up 0.855% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Principal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Midcap Current Valuation
Overvalued
Today
Please note that Principal Midcap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Principal Midcap Value holds a recent Real Value of $14.03 per share. The prevailing price of the fund is $15.49. We determine the value of Principal Midcap Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Principal Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Principal Mutual Fund. However, Principal Midcap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.49 | Real 14.03 | Hype 15.49 |
The intrinsic value of Principal Midcap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Principal Midcap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Principal Midcap Value helps investors to forecast how Principal mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Principal Midcap more accurately as focusing exclusively on Principal Midcap's fundamentals will not take into account other important factors: Principal Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Principal Midcap Value, and traders can use it to determine the average amount a Principal Midcap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0192
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCMSX |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Principal Midcap is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Midcap by adding Principal Midcap to a well-diversified portfolio.
Principal Midcap Fundamentals Growth
Principal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Midcap, and Principal Midcap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Mutual Fund performance.
| Total Asset | 3.74 B | ||||
About Principal Midcap Performance
Evaluating Principal Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Midcap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Principal Midcap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of value companies with medium market capitalizations. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.Things to note about Principal Midcap Value performance evaluation
Checking the ongoing alerts about Principal Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Midcap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Principal Midcap generated a negative expected return over the last 90 days | |
| The fund maintains 97.77% of its assets in stocks |
- Analyzing Principal Midcap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Principal Midcap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Midcap's mutual fund. These opinions can provide insight into Principal Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Principal Mutual Fund
Principal Midcap financial ratios help investors to determine whether Principal 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 Principal with respect to the benefits of owning Principal Midcap security.
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