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PPUMX
Mutual Fund ticker: NASDAQ
AS OF
Apr 1 closing price
Price
$11.51
Change
+$0.09 (+0.79%)
Net Assets
8.48B

PPUMX Principal LargeCap Growth I R3 Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).

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 growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. It invested significantly in industries within the information technology sectors. The fund is non-diversified.

Market Cap

The average market capitalization across the Principal LargeCap Growth I R3 MF is 1.46T. The market cap for tickers in the group ranges from 141.46B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ISRG at 141.46B.

Volume

The average weekly volume growth across all stocks in the Principal LargeCap Growth I R3 MF was 25%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was 2%

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: 60
Price Growth Rating: 58
SMR Rating: 31
Profit Risk Rating: 21
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PPUMX has been closely correlated with RGAFX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if PPUMX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PPUMX
1D Price
Change %
PPUMX100%
N/A
RGAFX - PPUMX
81%
Closely correlated
+0.67%
GFAFX - PPUMX
71%
Closely correlated
+0.67%
GFACX - PPUMX
71%
Closely correlated
+0.67%
GFFFX - PPUMX
62%
Loosely correlated
+0.68%
CGFAX - PPUMX
62%
Loosely correlated
+0.69%
More