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PLFSX
Mutual Fund ticker: NASDAQ
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PLFSX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

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 that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Market Cap

The average market capitalization across the Principal Large Cap S&P 500 Index R4 MF is 2.01T. The market cap for tickers in the group ranges from 632.33B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Principal Large Cap S&P 500 Index R4 MF was 65%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 38
SMR Rating: 32
Profit Risk Rating: 14
Seasonality Score: 1 (-100 ... +100)
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com