Smallcap Value Fund Quote
Smallcap Value is trading at 13.16 as of the 16th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 13.16. The performance scores are derived for the period starting the 22nd of December 2023 and ending today, the 16th of December 2024. Click here to learn more.
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Value Funds, Small Value, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Smallcap Value Fund [PSTWX] is traded in USA and was established 16th of December 2024. Smallcap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Principal Funds family. This fund at this time has accumulated 1.19 B in assets with no minimum investment requirementsSmallcap Value is currently producing year-to-date (YTD) return of 12.95% with the current yeild of 0.01%, while the total return for the last 3 years was 6.66%.
Check Smallcap Value Probability Of Bankruptcy
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 Smallcap 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 Smallcap 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 Smallcap 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 Smallcap Value Fund Mutual Fund Constituents
| SHO | Sunstone Hotel Investors | Stock | Real Estate | |
| FCN | FTI Consulting | Stock | Industrials | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| SLAB | Silicon Laboratories | Stock | Information Technology | |
| FAF | First American | Stock | Financials | |
| BAH | Booz Allen Hamilton | Stock | Information Technology | |
| AAN | The Aarons | Stock | Consumer Discretionary |
Smallcap Value Risk Profiles
| Mean Deviation | 0.861 | |||
| Semi Deviation | 0.8673 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Smallcap Value Against Markets
Smallcap Value Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Smallcap Value mutual fund to make a market-neutral strategy. Peer analysis of Smallcap Value could also be used in its relative valuation, which is a method of valuing Smallcap Value by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Smallcap Mutual Fund
Smallcap Value financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap Value security.
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