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PSMJX Principal SmallCap Value II J Forecast, Technical & Fundamental Analysis

Category SmallValue
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. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Market Cap

The average market capitalization across the Principal SmallCap Value II J MF is 6.66B. The market cap for tickers in the group ranges from 2.22B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is JBI at 2.22B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap Value II J MF was 5%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 31
Price Growth Rating: 39
SMR Rating: 51
Profit Risk Rating: 44
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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PSMJX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSMJX has been loosely correlated with VISVX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if PSMJX jumps, then VISVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSMJX
1D Price
Change %
PSMJX100%
+1.37%
VISVX - PSMJX
66%
Loosely correlated
+1.22%
VSIIX - PSMJX
65%
Loosely correlated
+1.22%
VSIAX - PSMJX
65%
Loosely correlated
+1.22%
DFFVX - PSMJX
62%
Loosely correlated
+1.63%
WCMJX - PSMJX
61%
Loosely correlated
+1.27%
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