Ad is loading...
MENU

PSMVX Principal SmallCap Value II R6 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 R6 MF is 6.79B. 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 R6 MF was -20%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 49
Price Growth Rating: 52
SMR Rating: 49
Profit Risk Rating: 47
Seasonality Score: 42 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CNMD72.241.05
+1.47%
CONMED Corp
CBUS4.53-0.25
-5.23%
Cibus
TECH67.57-4.97
-6.85%
Bio-Techne Corp
SISI2.48-0.36
-12.68%
Shineco Inc
SES0.27-0.05
-14.35%
SES AI Corp

PSMVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSMVX has been closely correlated with SSGSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSMVX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSMVX
1D Price
Change %
PSMVX100%
-0.74%
SSGSX - PSMVX
92%
Closely correlated
-1.01%
ASVRX - PSMVX
88%
Closely correlated
-0.71%
VSCAX - PSMVX
83%
Closely correlated
-1.69%
VISVX - PSMVX
67%
Closely correlated
-0.68%
VSIAX - PSMVX
67%
Closely correlated
-0.67%
More