Smallcap Sp 600 Fund Quote

PSAPX Fund  USD 25.77  0.61  2.42%   

Performance

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Odds Of Distress

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Smallcap is trading at 25.77 as of the 28th of March 2024; that is 2.42 percent increase since the beginning of the trading day. The fund's open price was 25.16. Smallcap has about a 43 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Smallcap Sp 600 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 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 that compose the Standard Poors SmallCap 600 Index at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States.. More on Smallcap Sp 600

Moving together with Smallcap Mutual Fund

  0.82VSMAX Vanguard Small-cap IndexPairCorr
  0.82VSCIX Vanguard Small-cap IndexPairCorr
  0.82VSCPX Vanguard Small-cap IndexPairCorr
  0.82NAESX Vanguard Small-cap IndexPairCorr
  0.9FSSNX Fidelity Small CapPairCorr
  0.91DFSTX Us Small CapPairCorr
  0.95PASVX T Rowe PricePairCorr

Smallcap Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Smallcap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Smallcap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSmall Blend, Principal Funds (View all Sectors)
Update Date31st of March 2024
Smallcap Sp 600 [PSAPX] is traded in USA and was established 28th of March 2024. The fund is listed under Small Blend category and is part of Principal Funds family. This fund at this time has accumulated 1.45 B in assets with no minimum investment requirementsSmallcap Sp 600 is currently producing year-to-date (YTD) return of 14.87% with the current yeild of 0.01%, while the total return for the last 3 years was 0.76%.
Check Smallcap Probability Of Bankruptcy

Instrument Allocation

Top Smallcap Sp 600 Mutual Fund Constituents

SIGISelective Insurance GroupStockFinancials
HCSGHealthcare Services GroupStockIndustrials
IRDMIridium CommunicationsStockCommunication Services
IBKRInteractive Brokers GroupStockFinancials
CBUCommunity Bank SystemStockFinancials
AVAAvistaStockUtilities
KNSLKinsale Capital GroupStockFinancials
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Smallcap Sp 600 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Smallcap market risk premium is the additional return an investor will receive from holding Smallcap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Smallcap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Smallcap's alpha and beta are two of the key measurements used to evaluate Smallcap's performance over the market, the standard measures of volatility play an important role as well.

Smallcap Against Markets

Picking the right benchmark for Smallcap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Smallcap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Smallcap is critical whether you are bullish or bearish towards Smallcap Sp 600 at a given time. Please also check how Smallcap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Smallcap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Smallcap Mutual Fund?

Before investing in Smallcap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Smallcap. To buy Smallcap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Smallcap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Smallcap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Smallcap Sp 600 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Smallcap Sp 600 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Smallcap Sp 600, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Smallcap Sp 600?

The danger of trading Smallcap Sp 600 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Smallcap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Smallcap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Smallcap Sp 600 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Smallcap Sp 600. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

Complementary Tools for Smallcap Mutual Fund analysis

When running Smallcap's price analysis, check to measure Smallcap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smallcap is operating at the current time. Most of Smallcap's value examination focuses on studying past and present price action to predict the probability of Smallcap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smallcap's price. Additionally, you may evaluate how the addition of Smallcap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Smallcap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Smallcap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Smallcap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.