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PEIQX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
8.3B

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), Deere & Company (NYSE:DE), 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 121.6B. The market cap for tickers in the group ranges from 55.49B to 442.87B. JPM holds the highest valuation in this group at 442.87B. The lowest valued company is PH at 55.49B.

Volume

The average weekly volume growth across all stocks in the Principal Equity Income R5 MF was -63%. For the same stocks of the MF, the average monthly volume growth was -73% and the average quarterly volume growth was -71%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 54
Price Growth Rating: 41
SMR Rating: 52
Profit Risk Rating: 43
Seasonality Score: -1 (-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

Correlation & Price change

A.I.dvisor indicates that over the last year, PEIQX has been closely correlated with FFFMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if PEIQX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PEIQX
1D Price
Change %
PEIQX100%
-0.14%
FFFMX - PEIQX
83%
Closely correlated
+0.04%
FFMMX - PEIQX
83%
Closely correlated
+0.04%
VIVAX - PEIQX
65%
Loosely correlated
-0.05%
VVIAX - PEIQX
64%
Loosely correlated
-0.05%
VIVIX - PEIQX
64%
Loosely correlated
-0.05%
More