Midcap Sp is trading at 23.08 as of the 24th of August 2025; that is 2.76 percent up since the beginning of the trading day. The fund's open price was 22.46. Midcap Sp has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 26th of May 2025 and ending today, the 24th of August 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 that compose the Standard Poors MidCap 400 Index at the time of purchase. The index is designed to represent U.S. More on Midcap Sp 400
Midcap Sp 400 [MPSIX] is traded in USA and was established 24th of August 2025. Midcap Sp is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Principal Funds family. This fund now has accumulated 1.34 B in assets with no minimum investment requirementsMidcap Sp 400 is currently producing year-to-date (YTD) return of 3.83% with the current yeild of 0.01%, while the total return for the last 3 years was 11.61%.
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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 Sp 400 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.
Other Information on Investing in Midcap Mutual Fund
Midcap Sp 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 Sp security.