Midcap Fund R 3 Fund Quote
| PMBMX Fund | USD 39.97 0.36 0.89% |
PerformanceVery Weak
| Odds Of DistressLow
|
Midcap Fund is trading at 39.97 as of the 19th of March 2025; that is 0.89% down since the beginning of the trading day. The fund's open price was 40.33. Midcap Fund has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap Index. More on Midcap Fund R 3
Midcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Principal Funds, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
Midcap Fund R 3 [PMBMX] is traded in USA and was established 19th of March 2025. Midcap Fund 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 16.24 B in assets with no minimum investment requirementsMidcap Fund R is currently producing year-to-date (YTD) return of 3.84% with the current yeild of 0.0%, while the total return for the last 3 years was 10.75%.
Check Midcap Fund 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 Fund R 3 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 Fund R 3 Mutual Fund Constituents
| SPGI | SP Global | Stock | Financials | |
| AON | Aon PLC | Stock | Financials | |
| IT | Gartner | Stock | Information Technology | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| MCO | Moodys | Stock | Financials | |
| WIX | WixCom | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| VRSN | VeriSign | Stock | Information Technology |
Midcap Fund R Risk Profiles
| Mean Deviation | 0.8762 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Risk Adjusted Performance | (0.11) |
Midcap Fund Against Markets
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.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |