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PBCJX Principal Blue Chip J Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Intuit (NASDAQ:INTU).

Industry description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the fund's investment advisor's opinion, display characteristics of a "blue chip" company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.

Market Cap

The average market capitalization across the Principal Blue Chip J MF is 895.29B. The market cap for tickers in the group ranges from 62.67B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BN at 62.67B.

Volume

The average weekly volume growth across all stocks in the Principal Blue Chip J MF was -13%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 74
Price Growth Rating: 31
SMR Rating: 40
Profit Risk Rating: 19
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PBCJX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PBCJX has been closely correlated with GFACX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBCJX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBCJX
1D Price
Change %
PBCJX100%
+0.54%
GFACX - PBCJX
85%
Closely correlated
+0.69%
FAFGX - PBCJX
84%
Closely correlated
+0.70%
FFAFX - PBCJX
84%
Closely correlated
+0.70%
RGAGX - PBCJX
70%
Closely correlated
+0.71%
GFFFX - PBCJX
70%
Closely correlated
+0.70%
More