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PLSAX Principal Large Cap S&P 500 Index A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

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

Notable companies

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

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. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe. The fund is non-diversified.

Market Cap

The average market capitalization across the Principal Large Cap S&P 500 Index A MF is 2.76T. The market cap for tickers in the group ranges from 903.78B to 5.49T. NVDA holds the highest valuation in this group at 5.49T. The lowest valued company is JPM at 903.78B.

Volume

The average weekly volume growth across all stocks in the Principal Large Cap S&P 500 Index A MF was 18%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -60%

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: 66
Price Growth Rating: 42
SMR Rating: 25
Profit Risk Rating: 24
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Category
Large Blend
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PLSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLSAX has been closely correlated with VTSMX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLSAX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLSAX
1D Price
Change %
PLSAX100%
N/A
VTSMX - PLSAX
98%
Closely correlated
+0.05%
VTSAX - PLSAX
98%
Closely correlated
+0.04%
VSMPX - PLSAX
98%
Closely correlated
+0.05%
VSTSX - PLSAX
98%
Closely correlated
+0.05%
VITSX - PLSAX
98%
Closely correlated
+0.05%
More
Principal Large Cap S&P 500 Index A (PLSAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com