PSBPX Principal SmallCap R5 Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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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 R5 MF is 13.8B. The market cap for tickers in the group ranges from 1.85B to 33.62B. NTRA holds the highest valuation in this group at 33.62B. 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 86%. For the same stocks of the MF, the average monthly volume growth was 186% and the average quarterly volume growth was 1,306%

Fundamental Analysis Ratings

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

Valuation Rating: 48

P/E Growth Rating: 43

Price Growth Rating: 44

SMR Rating: 74

Profit Risk Rating: 50

Seasonality Score: 37 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

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PSBPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSBPX 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 PSBPX jumps, then DFSTX could also see price increases.

Ticker / NAME	Correlation To PSBPX	1D Price Change %
PSBPX	100%	N/A
DFSTX - PSBPX	97% Closely correlated	+0.13%
FTHFX - PSBPX	95% Closely correlated	N/A
FSSNX - PSBPX	92% Closely correlated	N/A
NAESX - PSBPX	91% Closely correlated	N/A
VSCIX - PSBPX	91% Closely correlated	N/A
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