PJARX Principal SmallCap Value II R3 Forecast, Technical & Fundamental Analysis

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

Category: #Small Value

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A.I.Advisor

published Highlights

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 equity securities of companies with small market capitalizations. It 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 SmallCap Value II R3 MF is 7.94B. The market cap for tickers in the group ranges from 729.7M to 17.9B. FN holds the highest valuation in this group at 17.9B. The lowest valued company is JBI at 729.7M.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap Value II R3 MF was 6%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was 94%

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: 53

Price Growth Rating: 49

SMR Rating: 55

Profit Risk Rating: 65

Seasonality Score: 38 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
OANEX	21.46	0.36	+1.71%
Oakmark International Small Cap Instl
RRESX	32.92	0.42	+1.31%
Russell Inv Global Real Estate Secs S
HFYRX	15.57	0.14	+0.91%
Hartford Schroders Intl Multi-Cp Val R3
SASVX	8.14	-0.09	-1.09%
Virtus Ceredex Small-Cap Value Eq A
FAGOX	231.00	-4.99	-2.11%
Fidelity Advisor Growth Opps M

PJARX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PJARX has been closely correlated with ASVRX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PJARX jumps, then ASVRX could also see price increases.

Ticker / NAME	Correlation To PJARX	1D Price Change %
PJARX	100%	-0.33%
ASVRX - PJARX	98% Closely correlated	-0.68%
DFFVX - PJARX	89% Closely correlated	-0.14%
DFSVX - PJARX	89% Closely correlated	-0.26%
VISVX - PJARX	87% Closely correlated	+0.28%
VSIIX - PJARX	87% Closely correlated	+0.26%
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