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PLGIX Principal LargeCap Growth I Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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:GOOGL), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).

Industry description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average, and equity securities of companies with medium market capitalizations. The fund is non-diversified.

Market Cap

The average market capitalization across the Principal LargeCap Growth I Instl MF is 1.55T. The market cap for tickers in the group ranges from 141.46B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is ISRG at 141.46B.

Volume

The average weekly volume growth across all stocks in the Principal LargeCap Growth I Instl MF was 54%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 63
Price Growth Rating: 29
SMR Rating: 32
Profit Risk Rating: 16
Seasonality Score: 7 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PLGIX has been closely correlated with RGAFX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLGIX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLGIX
1D Price
Change %
PLGIX100%
-2.18%
RGAFX - PLGIX
83%
Closely correlated
-1.65%
GAFFX - PLGIX
83%
Closely correlated
-1.66%
FAFGX - PLGIX
83%
Closely correlated
-1.65%
RGAEX - PLGIX
83%
Closely correlated
-1.66%
FFAFX - PLGIX
83%
Closely correlated
-1.65%
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