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PSTWX Principal SmallCap Value II R4 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 R4 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 R4 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
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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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PSTWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSTWX has been closely correlated with VSIAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSTWX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSTWX
1D Price
Change %
PSTWX100%
-0.70%
VSIAX - PSTWX
98%
Closely correlated
-0.67%
VSIIX - PSTWX
98%
Closely correlated
-0.68%
VISVX - PSTWX
98%
Closely correlated
-0.68%
SSGSX - PSTWX
92%
Closely correlated
-1.01%
ASVRX - PSTWX
88%
Closely correlated
-0.71%
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