Ad is loading...
MENU

PSBSX Principal SmallCap R4 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 R4 MF is 13.24B. 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 R4 MF was 18%. For the same stocks of the MF, the average monthly volume growth was 149% and the average quarterly volume growth was 71%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 55
Price Growth Rating: 55
SMR Rating: 61
Profit Risk Rating: 39
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RSEGX61.851.12
+1.84%
Victory RS Small Cap Growth A
VARBX11.160.01
+0.09%
First Trust Merger Arbitrage Cl I
TAGFX10.70N/A
N/A
Transamerica Mid Cap Growth R6
FSQAX9.50N/A
N/A
Fidelity Advisor Sustainable Intl Eq A
GEGTX79.23-0.02
-0.03%
Columbia Large Cap Growth Inst

PSBSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSBSX
1D Price
Change %
PSBSX100%
+1.72%
VSCPX - PSBSX
97%
Closely correlated
+1.60%
VSCIX - PSBSX
97%
Closely correlated
+1.60%
VSMAX - PSBSX
97%
Closely correlated
+1.60%
FSSNX - PSBSX
97%
Closely correlated
+1.65%
FTHFX - PSBSX
95%
Closely correlated
+1.64%
More