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 at the time of purchase. 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 R5 MF is 6.79B. The market cap for tickers in the group ranges from 2.22B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is JBI at 2.22B.
Volume
The average weekly volume growth across all stocks in the Principal SmallCap Value II R5 MF was -20%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 49
Price Growth Rating: 52
SMR Rating: 49
Profit Risk Rating: 47
Seasonality Score: 42 (-100 ... +100)