MPSIX Principal MidCap S&P 400 Index Inst Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

Market Cap

The average market capitalization across the Principal MidCap S&P 400 Index Inst MF is 14.16B. The market cap for tickers in the group ranges from 8.94B to 24.23B. VST holds the highest valuation in this group at 24.23B. The lowest valued company is MANH at 8.94B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap S&P 400 Index Inst MF was -43%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49

P/E Growth Rating: 65

Price Growth Rating: 57

SMR Rating: 32

Profit Risk Rating: 70

Seasonality Score: 1 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Details

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MPSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MPSIX has been closely correlated with FSMDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if MPSIX jumps, then FSMDX could also see price increases.

Ticker / NAME	Correlation To MPSIX	1D Price Change %
MPSIX	100%	-0.44%
FSMDX - MPSIX	97% Closely correlated	+0.19%
VEXMX - MPSIX	96% Closely correlated	-0.55%
VIEIX - MPSIX	96% Closely correlated	-0.55%
VEMPX - MPSIX	84% Closely correlated	-0.56%
VIMAX - MPSIX	84% Closely correlated	+0.17%
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