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PCAOX
Mutual Fund ticker: NASDAQ
AS OF
Aug 29 closing price
Price
$85.49
Change
-$0.65 (-0.75%)
Net Assets
5.14B

PCAOX Principal Capital Appreciation R3 Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), 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 2.17T. The market cap for tickers in the group ranges from 418.34B to 4.24T. NVDA holds the highest valuation in this group at 4.24T. The lowest valued company is COST at 418.34B.

Volume

The average weekly volume growth across all stocks in the Principal Capital Appreciation R3 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 44
Price Growth Rating: 39
SMR Rating: 23
Profit Risk Rating: 20
Seasonality Score: -42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PCAOX
1D Price
Change %
PCAOX100%
-0.75%
VFFSX - PCAOX
97%
Closely correlated
-0.63%
VTSMX - PCAOX
96%
Closely correlated
-0.63%
VTSAX - PCAOX
96%
Closely correlated
-0.63%
VSMPX - PCAOX
96%
Closely correlated
-0.63%
VITSX - PCAOX
96%
Closely correlated
-0.63%
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