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PMDHX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$18.59
Change
+$0.02 (+0.11%)
Net Assets
1.62B

PMDHX Principal Small-MidCap Dividend Inc R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide current income and long-term growth of income and capital... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Tesla (NASDAQ:TSLA).

Industry description

The investment seeks to provide current income and long-term growth of income and capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations. Its investments include the securities of foreign issuers and real estate investment trusts.

Market Cap

The average market capitalization across the Principal Small-MidCap Dividend Inc R6 MF is 12.51B. The market cap for tickers in the group ranges from 1.44B to 3.54T. NVDA holds the highest valuation in this group at 3.54T. The lowest valued company is VSCO at 1.44B.

Volume

The average weekly volume growth across all stocks in the Principal Small-MidCap Dividend Inc R6 MF was -17%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 43
Price Growth Rating: 55
SMR Rating: 54
Profit Risk Rating: 35
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PMDHX has been closely correlated with VEVYX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PMDHX jumps, then VEVYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PMDHX
1D Price
Change %
PMDHX100%
+0.11%
VEVYX - PMDHX
90%
Closely correlated
+0.20%
JVMSX - PMDHX
84%
Closely correlated
+0.36%
JVMAX - PMDHX
83%
Closely correlated
+0.38%
VMVAX - PMDHX
64%
Loosely correlated
+0.49%
VMVIX - PMDHX
63%
Loosely correlated
+0.48%
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