Small-midcap Dividend Financials
| PMDDX Fund | USD 20.53 0.04 0.20% |
Small-midcap |
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.
Small-midcap Dividend Fund Summary
Small-midcap Dividend competes with Ab Small, Growth Opportunities, T Rowe, and Victory Rs. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations at the time of purchase. Its investments include the securities of foreign issuers and real estate investment trusts.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74255L6130 |
| 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 |
Small-midcap Dividend Key Financial Ratios
Small-midcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small-midcap Dividend's current stock value. Our valuation model uses many indicators to compare Small-midcap Dividend value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small-midcap Dividend competition to find correlations between indicators driving Small-midcap Dividend's intrinsic value. More Info.Small Midcap Dividend Income 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 3,418 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 Small-midcap Dividend's earnings, one of the primary drivers of an investment's value.Small Midcap Dividend Systematic Risk
Small-midcap Dividend's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small-midcap Dividend 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Small Midcap Dividend correlated with the market. If Beta is less than 0 Small-midcap Dividend generally moves in the opposite direction as compared to the market. If Small-midcap Dividend Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Midcap Dividend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small-midcap Dividend is generally in the same direction as the market. If Beta > 1 Small-midcap Dividend moves generally in the same direction as, but more than the movement of the benchmark.
Small-midcap Dividend Thematic Clasifications
Small Midcap Dividend Income is part of several thematic ideas from Small Growth Funds to Large Growth Funds. 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. Get More Thematic IdeasSmall Midcap Dividend Income is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 58.8 Billion. Small-midcap Dividend holds roughly 1.28 Billion in net asset claiming about 2.18% of funds under Mid-Cap Value category.Small-midcap Dividend December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small-midcap Dividend help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Midcap Dividend Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Midcap Dividend Income based on widely used predictive technical indicators. In general, we focus on analyzing Small-midcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small-midcap Dividend's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8299 | |||
| Information Ratio | 0.008 | |||
| Maximum Drawdown | 5.22 | |||
| Value At Risk | (1.31) | |||
| Potential Upside | 1.61 |
Other Information on Investing in Small-midcap Mutual Fund
Small-midcap Dividend financial ratios help investors to determine whether Small-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 Small-midcap with respect to the benefits of owning Small-midcap Dividend security.
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