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PEIQX Principal Equity Income R5 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

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 198.88B. 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 151%. For the same stocks of the MF, the average monthly volume growth was 233% and the average quarterly volume growth was 159%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 57
Price Growth Rating: 35
SMR Rating: 37
Profit Risk Rating: 10
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PEIQX has been closely correlated with DOXGX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PEIQX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PEIQX
1D Price
Change %
PEIQX100%
-0.28%
DOXGX - PEIQX
92%
Closely correlated
-0.74%
VVIAX - PEIQX
67%
Closely correlated
-0.07%
VIVAX - PEIQX
67%
Closely correlated
-0.09%
VIVIX - PEIQX
67%
Closely correlated
-0.09%
FFFMX - PEIQX
64%
Loosely correlated
-0.05%
More