MENU
+Compare
PPSFX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$19.57
Change
+$0.28 (+1.45%)
Net Assets
3.39B

PPSFX Principal Large Cap Value III R3 Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
Ad is loading...
A.I.Advisor
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 R3 MF is 294.52B. The market cap for tickers in the group ranges from 30.71B to 884.67B. AVGO holds the highest valuation in this group at 884.67B. 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 R3 MF was -19%. For the same stocks of the MF, the average monthly volume growth was 34% 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: 58
P/E Growth Rating: 51
Price Growth Rating: 55
SMR Rating: 48
Profit Risk Rating: 29
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCBAX13.16N/A
N/A
BlackRock Large Cap Focus Value Inv C
MSFJX18.68N/A
N/A
MFS Total Return R4
MALVX29.09N/A
N/A
BlackRock Advantage Large Cap Val Instl
RWGFX4.11N/A
N/A
Wedgewood Retail
HOOFX27.21N/A
N/A
Hartford Schroders US Small Cap Opps F

PPSFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PPSFX has been closely correlated with RMFEX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if PPSFX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PPSFX
1D Price
Change %
PPSFX100%
N/A
RMFEX - PPSFX
93%
Closely correlated
+1.37%
RMEBX - PPSFX
93%
Closely correlated
+1.35%
RMFCX - PPSFX
93%
Closely correlated
+1.38%
VIVIX - PPSFX
92%
Closely correlated
N/A
VVIAX - PPSFX
92%
Closely correlated
N/A
More