Largecap Value Financials
| PLVJX Fund | USD 18.70 0.13 0.70% |
Largecap |
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.
Largecap Value Fund Summary
Largecap Value competes with First Eagle, Fidelity Advisor, International Investors, Invesco Gold, and Wells Fargo. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies .Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Largecap Value Key Financial Ratios
Largecap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Largecap Value's current stock value. Our valuation model uses many indicators to compare Largecap Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Largecap Value competition to find correlations between indicators driving Largecap Value's intrinsic value. More Info.Largecap Value 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 Largecap Value Fund is roughly 8.64 . 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 Value's earnings, one of the primary drivers of an investment's value.Largecap Value Systematic Risk
Largecap Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Largecap Value 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Largecap Value correlated with the market. If Beta is less than 0 Largecap Value generally moves in the opposite direction as compared to the market. If Largecap Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Largecap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Largecap Value is generally in the same direction as the market. If Beta > 1 Largecap Value moves generally in the same direction as, but more than the movement of the benchmark.
Largecap Value March 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Largecap Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Largecap Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Largecap Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Largecap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Largecap Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.78 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 1.19 |
Other Information on Investing in Largecap Mutual Fund
Largecap Value 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 Value security.
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