PCBIX Principal MidCap Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Hilton Worldwide Holdings (NYSE:HLT).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

Market Cap

The average market capitalization across the Principal MidCap Institutional MF is 30.47B. The market cap for tickers in the group ranges from 16.61B to 55.28B. ORLY holds the highest valuation in this group at 55.28B. The lowest valued company is HEI.A at 16.61B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap Institutional MF was 37%. For the same stocks of the MF, the average monthly volume growth was 93% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

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

Valuation Rating: 64

P/E Growth Rating: 50

Price Growth Rating: 51

SMR Rating: 67

Profit Risk Rating: 48

Seasonality Score: -39 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Fundamentals

Details

	1 Day
IMCB	59.90	0.51	+0.85%
iShares Morningstar Mid-Cap ETF
DFAC	26.32	0.20	+0.77%
Dimensional US Core Equity 2 ETF
IDOG	27.33	0.19	+0.68%
ALPS International Sector Div Dogs ETF
QLVD	24.52	0.13	+0.54%
FlexShares Dev Mks ex-US Qual Lw Vol ETF
XCCC	37.32	0.14	+0.38%
BondBloxx CCC Rated USD HY Corp Bd ETF

PCBIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PCBIX has been closely correlated with FSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PCBIX jumps, then FSMAX could also see price increases.

Ticker / NAME	Correlation To PCBIX	1D Price Change %
PCBIX	100%	+0.58%
FSMAX - PCBIX	95% Closely correlated	+1.02%
RRMGX - PCBIX	80% Closely correlated	+1.03%
RPMGX - PCBIX	80% Closely correlated	+1.04%
RPTIX - PCBIX	80% Closely correlated	+1.03%
TRQZX - PCBIX	79% Closely correlated	+1.04%
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