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PLVIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$19.15
Change
-$0.22 (-1.14%)
Net Assets
3.47B

PLVIX Principal Large Cap Value III Inst Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Wells Fargo & Co (NYSE:WFC), American International Group (NYSE:AIG).

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 value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies (for example, an exchange-traded fund (ETF)).

Market Cap

The average market capitalization across the Principal Large Cap Value III Inst MF is 326.13B. The market cap for tickers in the group ranges from 30.71B to 1.17T. AVGO holds the highest valuation in this group at 1.17T. The lowest valued company is VRT at 30.71B.

Volume

The average weekly volume growth across all stocks in the Principal Large Cap Value III Inst MF was -9%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -54%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 55
Price Growth Rating: 41
SMR Rating: 44
Profit Risk Rating: 34
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLVIX
1D Price
Change %
PLVIX100%
-1.14%
VVIAX - PLVIX
92%
Closely correlated
-0.81%
VIVIX - PLVIX
92%
Closely correlated
-0.81%
VIVAX - PLVIX
92%
Closely correlated
-0.81%
DOXGX - PLVIX
88%
Closely correlated
-1.04%
DODGX - PLVIX
65%
Loosely correlated
-1.04%
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