PLASX Principal MidCap Value I R1 Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Yum! Brands (NYSE:YUM).

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 medium 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 MidCap Value I R1 MF is 21.91B. The market cap for tickers in the group ranges from 7.73B to 38.16B. YUM holds the highest valuation in this group at 38.16B. The lowest valued company is NNN at 7.73B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap Value I R1 MF was -33%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 64

P/E Growth Rating: 52

Price Growth Rating: 33

SMR Rating: 64

Profit Risk Rating: 26

Seasonality Score: 36 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details

	1 Day
MUTHX	28.77	0.01	+0.03%
Franklin Mutual Shares Z
EIDIX	17.28	N/A	N/A
Eaton Vance Global Equity Income I
STCAX	15.65	-0.01	-0.06%
Virtus Silvant Large-Cap Growth Stk I
LGPSX	35.06	-0.03	-0.09%
ProFunds Large Cap Growth Svc
PHLCX	18.69	-0.12	-0.64%
PGIM Jennison Health Sciences C

PLASX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLASX has been closely correlated with VMVAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLASX jumps, then VMVAX could also see price increases.

Ticker / NAME	Correlation To PLASX	1D Price Change %
PLASX	100%	-0.28%
VMVAX - PLASX	95% Closely correlated	N/A
VMVIX - PLASX	95% Closely correlated	N/A
MVCAX - PLASX	95% Closely correlated	-0.20%
JVMTX - PLASX	92% Closely correlated	-0.16%
JVMAX - PLASX	92% Closely correlated	-0.17%
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