Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), Morgan Stanley (NYSE:MS), MARATHON PETROLEUM Corp (NYSE:MPC).
Industry description
The investment seeks to provide current income and long-term growth of income and capital.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. It usually invests in equity securities of companies with large and medium market capitalizations. The fund 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 Equity Income R5 MF is 202.26B. The market cap for tickers in the group ranges from 64.5B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is PCAR at 64.5B.
Volume
The average weekly volume growth across all stocks in the Principal Equity Income R5 MF was 9%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 40
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 14
Seasonality Score: 14 (-100 ... +100)