Midcap Growth Fund Quote
| PHASX Fund | USD 8.28 0.00 0.00% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Midcap Growth is trading at 8.28 as of the 28th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 8.28. Midcap Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Midcap Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. 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 medium market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.. More on Midcap Growth Fund
Moving together with MIDCAP Mutual Fund
| 0.86 | SABPX | Strategic Asset Mana | PairCorr |
| 0.87 | SACAX | Strategic Asset Mana | PairCorr |
| 0.73 | SAGPX | Strategic Asset Mana | PairCorr |
Moving against MIDCAP Mutual Fund
MIDCAP Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Midcap Growth Fund [PHASX] is traded in USA and was established 28th of November 2024. Midcap Growth is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Principal Funds family. This fund at this time has accumulated 1.18 B in assets with no minimum investment requirementsMidcap Growth is currently producing year-to-date (YTD) return of 13.58%, while the total return for the last 3 years was -1.05%.
Check Midcap Growth 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 MIDCAP 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 MIDCAP 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 Midcap Growth 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 Midcap Growth Fund Mutual Fund Constituents
| GPN | Global Payments | Stock | Financials | |
| SNPS | Synopsys | Stock | Information Technology | |
| EW | Edwards Lifesciences Corp | Stock | Health Care | |
| FISV | Fiserv Inc | Stock | Information Technology | |
| IDXX | IDEXX Laboratories | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| DG | Dollar General | Stock | Consumer Staples |
Midcap Growth Risk Profiles
| Mean Deviation | 0.7423 | |||
| Semi Deviation | 0.7509 | |||
| Standard Deviation | 0.9599 | |||
| Variance | 0.9213 |
Midcap Growth Against Markets
Other Information on Investing in MIDCAP Mutual Fund
Midcap Growth 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 Growth security.
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