Smallcap Growth Financials
| PGRTX Fund | USD 17.29 0.10 0.58% |
Smallcap |
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.
Smallcap Growth Fund Summary
Smallcap Growth competes with Goldman Sachs, Vanguard Reit, Deutsche Real, Amg Managers, and Columbia Real. 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.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74253J4610 |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Smallcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap Growth's current stock value. Our valuation model uses many indicators to compare Smallcap Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smallcap Growth competition to find correlations between indicators driving Smallcap Growth's intrinsic value. More Info.Smallcap 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Smallcap Growth Fund is roughly 8.07 . 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 Smallcap Growth's earnings, one of the primary drivers of an investment's value.Smallcap Growth Systematic Risk
Smallcap Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smallcap Growth 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Smallcap Growth correlated with the market. If Beta is less than 0 Smallcap Growth generally moves in the opposite direction as compared to the market. If Smallcap Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smallcap Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smallcap Growth is generally in the same direction as the market. If Beta > 1 Smallcap Growth moves generally in the same direction as, but more than the movement of the benchmark.
Smallcap Growth Thematic Clasifications
Smallcap Growth Fund is part of Large Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth equities. Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate
This theme covers Funds with large capitalization growth equities. Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. Get More Thematic Ideas
Smallcap Growth Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 68.48 Billion. Smallcap Growth holds roughly 2.4 Billion in net asset claiming about 4% of funds listed under Small Growth category.| Large Growth Funds | View |
Smallcap Growth December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smallcap Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smallcap Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smallcap Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Smallcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smallcap Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.18 | |||
| Information Ratio | 0.0316 | |||
| Maximum Drawdown | 6.75 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.77 |
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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