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PLASX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
3.73B

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

Category MidCapValue
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. The fund also invests in real estate investment trusts.

Market Cap

The average market capitalization across the Principal MidCap Value I R1 MF is 20.52B. The market cap for tickers in the group ranges from 8.17B to 44.39B. ROST holds the highest valuation in this group at 44.39B. The lowest valued company is ORI at 8.17B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap Value I R1 MF was 190%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 48
Price Growth Rating: 44
SMR Rating: 55
Profit Risk Rating: 39
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PLASX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PLASX has been closely correlated with JVMRX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLASX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLASX
1D Price
Change %
PLASX100%
+1.58%
JVMRX - PLASX
79%
Closely correlated
+1.61%
JVMCX - PLASX
79%
Closely correlated
+1.60%
JVMAX - PLASX
70%
Closely correlated
+1.58%
VMVIX - PLASX
66%
Loosely correlated
+1.69%
VMVAX - PLASX
66%
Loosely correlated
+1.69%
More