MENU

PSBMX Principal SmallCap R3 Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend
Interact to see
Advertisement
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. 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 12.47B. The market cap for tickers in the group ranges from 3.51B to 18.49B. SITM holds the highest valuation in this group at 18.49B. The lowest valued company is SEI at 3.51B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap R3 MF was -22%. For the same stocks of the MF, the average monthly volume growth was -60% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 71
Profit Risk Rating: 46
Seasonality Score: -18 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
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
ETFs / NAMEPrice $Chg $Chg %
IBFR51.320.41
+0.80%
Innovator International Dev Mgd 10BfrETF
EWI62.910.11
+0.18%
iShares MSCI Italy ETF
LEAD85.92N/A
N/A
Siren DIVCON Leaders Dividend ETF
CCOM23.89N/A
N/A
Simplify Chinese Cmdts Stgy No K-1 ETF
IMTB42.92-0.06
-0.13%
iShares Core 5-10 Year USD Bond ETF

PSBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSBMX has been closely correlated with DFSTX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSBMX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSBMX
1D Price
Change %
PSBMX100%
+0.34%
DFSTX - PSBMX
97%
Closely correlated
+0.74%
FTHFX - PSBMX
95%
Closely correlated
+0.67%
VSCIX - PSBMX
90%
Closely correlated
+0.72%
VSCPX - PSBMX
90%
Closely correlated
+0.71%
NAESX - PSBMX
90%
Closely correlated
+0.71%
More
Principal SmallCap R3 (PSBMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com