Midcap Fund Financials

PMBPX Fund  USD 42.55  0.39  0.91%   
Financial data analysis helps to check out if markets are presently mispricing Midcap Fund R-5. We were able to interpolate data for fifteen available fundamentals for Midcap Fund, which can be compared to its peers in the industry. The fund experiences a moderate downward daily trend and can be a good diversifier. Check odds of Midcap Fund to be traded at $41.7 in 90 days.
  
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.

Midcap Fund Fund Summary

Midcap Fund competes with Aqr Diversified, Delaware Diversified, Fidelity Flex, Lifestyle, and Delaware Limited-term. 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 medium market capitalizations at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS74251T2481
Business AddressPrincipal Financial Group
Mutual Fund FamilyPrincipal Funds
Mutual Fund CategoryMid-Cap Growth
BenchmarkDow Jones Industrial
Phone800 222 5852
CurrencyUSD - US Dollar

Midcap Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Midcap Fund's current stock value. Our valuation model uses many indicators to compare Midcap Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Midcap Fund competition to find correlations between indicators driving Midcap Fund's intrinsic value. More Info.
Midcap Fund R-5 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  0.11  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Midcap Fund R-5 is roughly  9.31 . 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 Midcap Fund's earnings, one of the primary drivers of an investment's value.

Midcap Fund R-5 Systematic Risk

Midcap Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Midcap Fund 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 Midcap Fund R-5 correlated with the market. If Beta is less than 0 Midcap Fund generally moves in the opposite direction as compared to the market. If Midcap Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Midcap Fund R-5 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Midcap Fund is generally in the same direction as the market. If Beta > 1 Midcap Fund moves generally in the same direction as, but more than the movement of the benchmark.
Midcap Fund R-5 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 24.48 Billion. Midcap Fund totals roughly 16.24 Billion in net asset claiming about 66% of funds under Mid-Cap Growth category.

Midcap Fund March 20, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Midcap Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Midcap Fund R-5. We use our internally-developed statistical techniques to arrive at the intrinsic value of Midcap Fund R-5 based on widely used predictive technical indicators. In general, we focus on analyzing Midcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Midcap Fund's daily price indicators and compare them against related drivers.

Other Information on Investing in Midcap Mutual Fund

Midcap Fund financial ratios help investors to determine whether Midcap 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 Midcap with respect to the benefits of owning Midcap Fund security.
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