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PESAX
Mutual Fund ticker: NASDAQ
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PESAX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Wells Fargo & Co (NYSE:WFC), American International Group (NYSE:AIG).

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 companies with large market capitalizations at the time of purchase. For this fund, companies with large market capitalizations are those with market capitalizations within the range of companies comprising the Russell 1000 ® Value Index. 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 Large Cap Value III R1 MF is 282.32B. The market cap for tickers in the group ranges from 30.71B to 769.9B. AVGO holds the highest valuation in this group at 769.9B. The lowest valued company is VRT at 30.71B.

Volume

The average weekly volume growth across all stocks in the Principal Large Cap Value III R1 MF was 33%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 36
Price Growth Rating: 37
SMR Rating: 52
Profit Risk Rating: 28
Seasonality Score: 46 (-100 ... +100)
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A.I.Advisor
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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