Nasdaq - Delayed Quote USD

Principal MidCap Value I Inst (PVMIX)

17.15 +0.01 (+0.06%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.83%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 5

Performance & Risk

YTD Return 4.83%
5y Average Return 10.59%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PVMIXCategory AveragePVMIXCategory AveragePVMIXCategory Average
Alpha -1.27 -0.09 -2.28 -0.07 -3.32 -0.06
BETA 0.9 0.01 1.02 0.01 1.02 0.01
Mean Annual Return 0.85 0.01 1.14 0.01 0.85 0.01
R-squared 81.78 0.85 84.12 0.82 84.85 0.84
Standard Deviation 17.49 0.25 20.32 0.2 16.69 0.17
Sharpe Ratio 0.42 0.01 0.57 0.01 0.53 0.01
Treynor Ratio 6.81 0.08 9.96 0.09 7.62 0.09

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