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PBCKX Principal Blue Chip Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), 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 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 also invests in securities of foreign companies. It is non-diversified.

Market Cap

The average market capitalization across the Principal Blue Chip Institutional MF is 1.13T. The market cap for tickers in the group ranges from 67.81B to 4.33T. GOOG holds the highest valuation in this group at 4.33T. The lowest valued company is TDG at 67.81B.

Volume

The average weekly volume growth across all stocks in the Principal Blue Chip Institutional MF was -31%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 77
Price Growth Rating: 55
SMR Rating: 31
Profit Risk Rating: 47
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PBCKX has been closely correlated with GFACX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBCKX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBCKX
1D Price
Change %
PBCKX100%
N/A
GFACX - PBCKX
83%
Closely correlated
-2.26%
AGTHX - PBCKX
66%
Loosely correlated
-2.27%
CGFAX - PBCKX
64%
Loosely correlated
-2.27%
RGABX - PBCKX
64%
Loosely correlated
-2.27%
RGAAX - PBCKX
64%
Loosely correlated
-2.27%
More
Principal Blue Chip Institutional (PBCKX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com