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PFRSX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
5.82B

PFRSX Principal Real Estate Securities Fd R-6 Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NASDAQ:PLD), American Tower Corp (NASDAQ:AMT).

Industry description

The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in equity securities regardless of market capitalization (small, medium or large). The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

Market Cap

The average market capitalization across the Principal Real Estate Securities Fd R-6 MF is 37.09B. The market cap for tickers in the group ranges from 13.62B to 103.36B. PLD holds the highest valuation in this group at 103.36B. The lowest valued company is ESS at 13.62B.

Volume

The average weekly volume growth across all stocks in the Principal Real Estate Securities Fd R-6 MF was -18%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 42
Price Growth Rating: 41
SMR Rating: 80
Profit Risk Rating: 50
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PFRSX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFRSX has been closely correlated with CSJZX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFRSX jumps, then CSJZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFRSX
1D Price
Change %
PFRSX100%
+0.08%
CSJZX - PFRSX
89%
Closely correlated
-0.20%
DFREX - PFRSX
68%
Closely correlated
-0.21%
CREFX - PFRSX
65%
Loosely correlated
-0.19%
VGSLX - PFRSX
65%
Loosely correlated
-0.16%
VGSIX - PFRSX
65%
Loosely correlated
-0.14%
More