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PSBMX Principal SmallCap R3 Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

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 small market capitalizations at the time of purchase. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

Market Cap

The average market capitalization across the Principal SmallCap R3 MF is 13.27B. The market cap for tickers in the group ranges from 1.85B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is PEB at 1.85B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap R3 MF was -13%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 49
Price Growth Rating: 51
SMR Rating: 62
Profit Risk Rating: 37
Seasonality Score: -50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PSBMX has been closely correlated with VSCPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSBMX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSBMX
1D Price
Change %
PSBMX100%
-0.80%
VSCPX - PSBMX
98%
Closely correlated
-0.68%
VSCIX - PSBMX
98%
Closely correlated
-0.68%
VSMAX - PSBMX
98%
Closely correlated
-0.68%
FSSNX - PSBMX
97%
Closely correlated
-1.10%
NAESX - PSBMX
68%
Closely correlated
-0.68%