Largecap Value Fund Quote
| PLVJX Fund | USD 20.94 0.08 0.38% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Largecap Value is trading at 20.94 as of the 11th of December 2024; that is 0.38 percent decrease since the beginning of the trading day. The fund's open price was 21.02. Largecap Value has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 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 companies with large market capitalizations at the time of purchase. For this fund, companies with large market capitalizations are those with market capitalizations within the range of companies comprising the Russell 1000 Value Index. More on Largecap Value Fund
Moving together with Largecap Mutual Fund
| 0.87 | SABPX | Strategic Asset Mana | PairCorr |
| 0.92 | SACAX | Strategic Asset Mana | PairCorr |
| 0.95 | SAGPX | Strategic Asset Mana | PairCorr |
Moving against Largecap Mutual Fund
Largecap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Largecap Value Fund [PLVJX] is traded in USA and was established 11th of December 2024. Largecap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Principal Funds family. This fund at this time has accumulated 2.25 B in assets with no minimum investment requirementsLargecap Value is currently producing year-to-date (YTD) return of 19.84% with the current yeild of 0.01%, while the total return for the last 3 years was 8.84%.
Check Largecap Value 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 Largecap 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 Largecap 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 Largecap Value 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 Largecap Value Fund Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AIG | American International Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| PSX | Phillips 66 | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy |
Largecap Value Risk Profiles
| Mean Deviation | 0.4862 | |||
| Semi Deviation | 0.2645 | |||
| Standard Deviation | 0.627 | |||
| Variance | 0.3931 |
Largecap Value Against Markets
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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