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PGRTX Principal SmallCap Growth I Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Guardant Health (NASDAQ:GH).

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 growth equity securities of companies with small market capitalizations. The fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

Market Cap

The average market capitalization across the Principal SmallCap Growth I Instl MF is 12.21B. The market cap for tickers in the group ranges from 2.98B to 22.91B. GH holds the highest valuation in this group at 22.91B. The lowest valued company is RSI at 2.98B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap Growth I Instl MF was -29%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 56
Price Growth Rating: 47
SMR Rating: 67
Profit Risk Rating: 60
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PGRTX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGRTX
1D Price
Change %
PGRTX100%
+0.87%
WCMNX - PGRTX
92%
Closely correlated
+0.67%
WCMLX - PGRTX
92%
Closely correlated
+0.79%
VSGIX - PGRTX
90%
Closely correlated
+0.70%
VSGAX - PGRTX
90%
Closely correlated
+0.69%
VISGX - PGRTX
90%
Closely correlated
+0.70%
More
Principal SmallCap Growth I Instl (PGRTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com