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 R5 MF is 13.3B. 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 R5 MF was 102%. For the same stocks of the MF, the average monthly volume growth was 135% and the average quarterly volume growth was 138%
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: 47
Price Growth Rating: 49
SMR Rating: 62
Profit Risk Rating: 37
Seasonality Score: -48 (-100 ... +100)