(USMC) Principal U.S. Mega-Cap - Overview
Etf: Large Stocks, U.S. Companies, Equity Securities
| Risk 5d forecast | |
|---|---|
| Volatility | 17.0% |
| Relative Tail Risk | 3.11% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.61 |
| Alpha | -2.17 |
| Character TTM | |
|---|---|
| Beta | 0.915 |
| Beta Downside | 0.933 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.12% |
| CAGR/Max DD | 1.07 |
Description: USMC Principal U.S. Mega-Cap March 05, 2026
USMC is an exchange-traded fund investing in U.S. mega-cap equities. The fund targets companies within the top 50th percentile of the S&P 500 by market capitalization, focusing on established, large companies. These companies often demonstrate stable earnings and market leadership within their respective industries.
The fund maintains a non-diversified portfolio, concentrating investments in a smaller number of securities. This approach can lead to higher volatility compared to diversified funds but may also offer greater potential for outperformance if selected holdings perform well. Non-diversified funds are common in thematic or concentrated strategies.
Further research on ValueRay can provide deeper insights into specific holdings and performance metrics.
Headlines to watch out for
- Mega-cap stock performance dictates ETF value
- S&P 500 top 50th percentile drives holdings
- U.S. economic growth impacts large-cap earnings
- Non-diversified portfolio increases concentration risk
What is the price of USMC shares?
Over the past week, the price has changed by -1.89%, over one month by -2.43%, over three months by -5.20% and over the past year by +14.18%.
Is USMC a buy, sell or hold?
What are the forecasts/targets for the USMC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |