Principal Midcap Financials
| PCMSX Fund | USD 16.08 0.01 0.06% |
Principal |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Principal Midcap Fund Summary
Principal Midcap competes with Balanced Fund, Vanguard Global, Qs Growth, Catalyst Exceed, and Rational Defensive. 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.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74257B6544 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Principal Midcap Key Financial Ratios
Principal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Principal Midcap's current stock value. Our valuation model uses many indicators to compare Principal Midcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Midcap competition to find correlations between indicators driving Principal Midcap's intrinsic value. More Info.Principal Midcap Value is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 250.37 of Year To Date Return per Annual Yield. 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 Principal Midcap's earnings, one of the primary drivers of an investment's value.Principal Midcap Value Systematic Risk
Principal Midcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Principal Midcap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Principal Midcap Value correlated with the market. If Beta is less than 0 Principal Midcap generally moves in the opposite direction as compared to the market. If Principal Midcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Principal Midcap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Principal Midcap is generally in the same direction as the market. If Beta > 1 Principal Midcap moves generally in the same direction as, but more than the movement of the benchmark.
Principal Midcap July 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Principal Midcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Principal Midcap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Principal Midcap Value based on widely used predictive technical indicators. In general, we focus on analyzing Principal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Principal Midcap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8473 | |||
| Information Ratio | 0.0216 | |||
| Maximum Drawdown | 4.64 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.83 |
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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