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

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

Category: #Small Value

Interact to see
Advertisement

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 8.39B. The market cap for tickers in the group ranges from 729.7M to 21.89B. FN holds the highest valuation in this group at 21.89B. 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 15%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 57

P/E Growth Rating: 53

Price Growth Rating: 45

SMR Rating: 55

Profit Risk Rating: 64

Seasonality Score: 43 (-100 ... +100)

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
VMVAX	103.11	1.11	+1.09%
Vanguard Mid-Cap Value Index Admiral
TGRFX	7.11	0.02	+0.28%
Transamerica International Focus R6
JLPYX	25.11	0.07	+0.28%
JPMorgan US Large Cap Core Plus R6
BHCFX	20.11	-0.05	-0.25%
Baron Health Care Retail
WILNX	24.85	-0.08	-0.32%
William Blair International Ldrs N

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%	+1.10%
ASVRX - PJARX	98% Closely correlated	+1.10%
DFFVX - PJARX	89% Closely correlated	+1.03%
DFSVX - PJARX	89% Closely correlated	+1.07%
VSIIX - PJARX	87% Closely correlated	+0.91%
VISVX - PJARX	87% Closely correlated	+0.91%
More