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), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), 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 R5 MF is 1.7T. The market cap for tickers in the group ranges from 427.13B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is COST at 427.13B.
Volume
The average weekly volume growth across all stocks in the Principal Capital Appreciation R5 MF was 61%. For the same stocks of the MF, the average monthly volume growth was 70% and the average quarterly volume growth was 13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 82
P/E Growth Rating: 57
Price Growth Rating: 31
SMR Rating: 29
Profit Risk Rating: 13
Seasonality Score: 6 (-100 ... +100)