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PLVIX
Mutual Fund ticker: NASDAQ
AS OF
Mar 10 closing price
Price
$18.93
Change
-$0.31 (-1.61%)
Net Assets
3.65B

PLVIX price forecast, quote, news & analysis

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

Category: #Large Value
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published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Wells Fargo & Co (NYSE:WFC), American International Group (NYSE:AIG).

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 value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies (for example, an exchange-traded fund (ETF)).

Market Cap

The average market capitalization across the Principal Large Cap Value III Inst MF is 297.57B. The market cap for tickers in the group ranges from 30.71B to 916.69B. AVGO holds the highest valuation in this group at 916.69B. The lowest valued company is VRT at 30.71B.

Volume

The average weekly volume growth across all stocks in the Principal Large Cap Value III Inst MF was 31%. For the same stocks of the MF, the average monthly volume growth was 100% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 38
Price Growth Rating: 57
SMR Rating: 43
Profit Risk Rating: 33
Seasonality Score: 12 (-100 ... +100)
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published General Information

General Information

Category LargeValue

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