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PCPTX Principal SmallCap Value II R1 Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

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 small market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Market Cap

The average market capitalization across the Principal SmallCap Value II R1 MF is 6.79B. The market cap for tickers in the group ranges from 2.22B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is JBI at 2.22B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap Value II R1 MF was -20%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 49
Price Growth Rating: 52
SMR Rating: 49
Profit Risk Rating: 47
Seasonality Score: 42 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SID1.920.05
+2.67%
Companhia Siderurgica Nacional SA
ECBK15.000.05
+0.30%
ECB Bancorp
GL109.200.19
+0.17%
Globe Life
TALK3.04-0.13
-4.10%
Talkspace
JWEL1.95-0.20
-9.30%
Jowell Global Ltd

PCPTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PCPTX has been closely correlated with VSIAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PCPTX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PCPTX
1D Price
Change %
PCPTX100%
-0.71%
VSIAX - PCPTX
98%
Closely correlated
-0.67%
VSIIX - PCPTX
98%
Closely correlated
-0.68%
VISVX - PCPTX
98%
Closely correlated
-0.68%
ASVRX - PCPTX
98%
Closely correlated
-0.71%
VSCAX - PCPTX
85%
Closely correlated
-1.69%
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