Midcap Fund Class Fund Manager Performance Evaluation
| PMBCX Fund | USD 35.89 0.07 0.20% |
The fund secures a Beta (Market Risk) of -0.087, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Midcap Fund are expected to decrease at a much lower rate. During the bear market, Midcap Fund is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Midcap Fund Class has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.7800 |
Midcap |
Midcap Fund Relative Risk vs. Return Landscape
If you would invest 3,933 in Midcap Fund Class on November 29, 2024 and sell it today you would lose (344.00) from holding Midcap Fund Class or give up 8.75% of portfolio value over 90 days. Midcap Fund Class is currently producing negative expected returns and takes up 1.0461% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Midcap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Fund Current Valuation
Overvalued
Today
Please note that Midcap Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Midcap Fund Class secures a last-minute Real Value of $33.21 per share. The latest price of the fund is $35.89. We determine the value of Midcap Fund Class from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Midcap Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Midcap Mutual Fund. However, Midcap Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 35.89 | Real 33.21 | Hype 35.89 | Naive 35.92 |
The intrinsic value of Midcap Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Midcap Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Midcap Fund Class helps investors to forecast how Midcap mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Midcap Fund more accurately as focusing exclusively on Midcap Fund's fundamentals will not take into account other important factors: Midcap Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Midcap Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Midcap Fund Class, and traders can use it to determine the average amount a Midcap Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.143
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PMBCX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Midcap Fund is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Midcap Fund by adding Midcap Fund to a well-diversified portfolio.
Midcap Fund Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Fund, and Midcap Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Midcap Mutual Fund performance.
| Price To Earning | 25.04 X | ||||
| Price To Book | 2.69 X | ||||
| Price To Sales | 1.99 X | ||||
| Total Asset | 37.51 M | ||||
About Midcap Fund Performance
Evaluating Midcap Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Midcap Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Midcap Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Midcap Fund Class performance evaluation
Checking the ongoing alerts about Midcap Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Fund Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Midcap Fund Class generated a negative expected return over the last 90 days | |
| The fund maintains 100.08% of its assets in stocks |
- Analyzing Midcap Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Midcap Fund's stock is overvalued or undervalued compared to its peers.
- Examining Midcap Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Midcap Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Fund's mutual fund. These opinions can provide insight into Midcap Fund's potential for growth and whether the stock is currently undervalued or overvalued.
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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