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PSBPX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
1.15B

PSBPX Principal SmallCap R5 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 R5 MF is 6.82B. The market cap for tickers in the group ranges from 1.04B to 13.83B. MANH holds the highest valuation in this group at 13.83B. The lowest valued company is CAL at 1.04B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap R5 MF was 294%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 51
Price Growth Rating: 48
SMR Rating: 54
Profit Risk Rating: 55
Seasonality Score: 29 (-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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PSBPX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PSBPX has been closely correlated with VSCPX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSBPX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSBPX
1D Price
Change %
PSBPX100%
+2.56%
VSCPX - PSBPX
68%
Closely correlated
+2.78%
VSCIX - PSBPX
67%
Closely correlated
+2.78%
VSMAX - PSBPX
67%
Closely correlated
+2.78%
NAESX - PSBPX
65%
Loosely correlated
+2.78%
FSSNX - PSBPX
63%
Loosely correlated
+2.97%