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PDRDX Principal Diversified Real Asset Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), PROLOGIS (NYSE:PLD).

Industry description

The investment seeks a long-term total return in excess of inflation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments related to real assets and real asset companies. It allocates its assets among general investment categories related to real assets, which include tangible assets and investments that are expected to perform well in periods of rising or high inflation, such as the following: infrastructure, natural resources, commodities, real estate, inflation-indexed bonds, and floating rate debt.

Market Cap

The average market capitalization across the Principal Diversified Real Asset Instl MF is 100.98B. The market cap for tickers in the group ranges from 75.71B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is EQIX at 75.71B.

Volume

The average weekly volume growth across all stocks in the Principal Diversified Real Asset Instl MF was -50%. For the same stocks of the MF, the average monthly volume growth was 104% and the average quarterly volume growth was -3%

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: 64
Price Growth Rating: 48
SMR Rating: 69
Profit Risk Rating: 50
Seasonality Score: 56 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PDRDX has been closely correlated with RIRHX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if PDRDX jumps, then RIRHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PDRDX
1D Price
Change %
PDRDX100%
-0.26%
RIRHX - PDRDX
87%
Closely correlated
-0.25%
FBCIX - PDRDX
87%
Closely correlated
-0.25%
CFIHX - PDRDX
87%
Closely correlated
-0.25%
FWCBX - PDRDX
87%
Closely correlated
-0.25%
RCEEX - PDRDX
87%
Closely correlated
-0.25%
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