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PLARX Principal SmallCap Value II R5 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 R5 MF is 7.45B. The market cap for tickers in the group ranges from 694.24M to 15.74B. FN holds the highest valuation in this group at 15.74B. The lowest valued company is JBI at 694.24M.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap Value II R5 MF was 40%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 64
Price Growth Rating: 52
SMR Rating: 55
Profit Risk Rating: 66
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PLARX has been closely correlated with UBVVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLARX jumps, then UBVVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLARX
1D Price
Change %
PLARX100%
N/A
UBVVX - PLARX
93%
Closely correlated
N/A
SSGSX - PLARX
92%
Closely correlated
N/A
DFFVX - PLARX
90%
Closely correlated
-0.83%
DFSVX - PLARX
89%
Closely correlated
-0.69%
ASVRX - PLARX
88%
Closely correlated
N/A
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Principal SmallCap Value II R5 (PLARX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com