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PMBPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$43.86
Change
+$0.52 (+1.20%)
Net Assets
28.78B

PMBPX Principal MidCap R5 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Hilton Worldwide Holdings (NYSE:HLT).

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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

Market Cap

The average market capitalization across the Principal MidCap R5 MF is 55.46B. The market cap for tickers in the group ranges from 16.61B to 89.01B. KKR holds the highest valuation in this group at 89.01B. The lowest valued company is HEI.A at 16.61B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap R5 MF was 181%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was -76%

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: 30
Price Growth Rating: 44
SMR Rating: 46
Profit Risk Rating: 17
Seasonality Score: -6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PMBPX has been closely correlated with PEMGX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if PMBPX jumps, then PEMGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PMBPX
1D Price
Change %
PMBPX100%
+1.20%
PEMGX - PMBPX
100%
Closely correlated
+1.22%
PMAQX - PMBPX
100%
Closely correlated
+1.21%
FSMAX - PMBPX
95%
Closely correlated
+1.27%
TRQZX - PMBPX
87%
Closely correlated
+1.17%
RPTIX - PMBPX
86%
Closely correlated
+1.17%
More