Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks to provide long-term growth of capital.
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.
Market Cap
The average market capitalization across the Principal Capital Appreciation R3 MF is 1.84T. The market cap for tickers in the group ranges from 421.91B to 4.18T. NVDA holds the highest valuation in this group at 4.18T. The lowest valued company is COST at 421.91B.
Volume
The average weekly volume growth across all stocks in the Principal Capital Appreciation R3 MF was 23%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 100
Price Growth Rating: 28
SMR Rating: 100
Profit Risk Rating: 18
Seasonality Score: 17 (-100 ... +100)