Smallcap Value Fund Quote
| PSMVX Fund | USD 11.49 0.07 0.61% |
PerformanceSolid
| Odds Of DistressLow
|
Smallcap Value is trading at 11.49 as of the 19th of July 2025; that is 0.61% up since the beginning of the trading day. The fund's open price was 11.42. Smallcap Value has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.. More on Smallcap Value Fund
Moving together with Smallcap Mutual Fund
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Value Funds, Small Value, Principal Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Smallcap Value Fund [PSMVX] is traded in USA and was established 19th of July 2025. Smallcap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Principal Funds family. This fund at this time has accumulated 1.19 B in assets with no minimum investment requirementsSmallcap Value is currently producing year-to-date (YTD) return of 0.78% with the current yeild of 0.01%, while the total return for the last 3 years was 10.07%.
Check Smallcap Value 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 Value 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.
Top Smallcap Value Fund Mutual Fund Constituents
| FCN | FTI Consulting | Stock | Industrials | |
| LPLA | LPL Financial Holdings | Stock | Financials | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| IWN | iShares Russell 2000 | Etf | Small Value | |
| CACI | CACI International | Stock | Information Technology | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| WTS | Watts Water Technologies | Stock | Industrials | |
| BLDR | Builders FirstSource | Stock | Industrials |
Smallcap Value Risk Profiles
| Mean Deviation | 0.9432 | |||
| Semi Deviation | 0.8672 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 |
Smallcap Value Against Markets
Other Information on Investing in Smallcap Mutual Fund
Smallcap Value 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 Value security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |