PVEJX Principal MidCap Value I J Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Yum! Brands (NYSE:YUM).

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 medium 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 MidCap Value I J MF is 21.23B. The market cap for tickers in the group ranges from 7.73B to 35.8B. YUM holds the highest valuation in this group at 35.8B. The lowest valued company is NNN at 7.73B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap Value I J MF was 11%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 68

P/E Growth Rating: 45

Price Growth Rating: 35

SMR Rating: 67

Profit Risk Rating: 29

Seasonality Score: 13 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details

	1 Day
BASAX	22.33	0.21	+0.95%
Brown Advisory Small-Cap Growth Adv
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American Century Equity Income R
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Invesco Global Core Equity R5
AVPEX	13.62	-0.03	-0.22%
ALPS Global Opportunity III
IMANX	15.41	-0.07	-0.45%
Iman K

PVEJX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PVEJX has been closely correlated with JVMRX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if PVEJX jumps, then JVMRX could also see price increases.

Ticker / NAME	Correlation To PVEJX	1D Price Change %
PVEJX	100%	+0.58%
JVMRX - PVEJX	78% Closely correlated	+0.93%
VMVIX - PVEJX	71% Closely correlated	+0.38%
VMVAX - PVEJX	70% Closely correlated	+0.39%
JVMTX - PVEJX	63% Loosely correlated	+0.90%
JVMIX - PVEJX	59% Loosely correlated	+0.89%
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