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PMDIX Principal Small-MidCap Dividend Inc Inst Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks to provide current income and long-term growth of income and capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations at the time of purchase. Its investments include the securities of foreign issuers and real estate investment trusts.

Market Cap

The average market capitalization across the Principal Small-MidCap Dividend Inc Inst MF is 12.51B. The market cap for tickers in the group ranges from 4.84B to 35.57B. FANG holds the highest valuation in this group at 35.57B. The lowest valued company is AGO at 4.84B.

Volume

The average weekly volume growth across all stocks in the Principal Small-MidCap Dividend Inc Inst MF was 42%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 51
Profit Risk Rating: 28
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PMDIX has been closely correlated with MVCAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if PMDIX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PMDIX
1D Price
Change %
PMDIX100%
+1.03%
MVCAX - PMDIX
96%
Closely correlated
+0.64%
VEVYX - PMDIX
89%
Closely correlated
N/A
JVMRX - PMDIX
86%
Closely correlated
+0.72%
JVMCX - PMDIX
86%
Closely correlated
+0.73%
VMVIX - PMDIX
67%
Closely correlated
+0.59%
More