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PSMLX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$30.44
Change
-$0.13 (-0.43%)
Net Assets
2.13B

PSMLX Principal SmallCap R6 Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Southern Company (The) (NYSE:SO), Dominion Energy (NYSE:D), PG&E Corp (NYSE:PCG).

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. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

Market Cap

The average market capitalization across the Principal SmallCap R6 MF is 11.96B. The market cap for tickers in the group ranges from 1.85B to 155.29B. NEE holds the highest valuation in this group at 155.29B. The lowest valued company is PEB at 1.85B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap R6 MF was -35%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -75%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 56
Price Growth Rating: 58
SMR Rating: 63
Profit Risk Rating: 43
Seasonality Score: -17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSMLX
1D Price
Change %
PSMLX100%
-0.43%
VSMAX - PSMLX
98%
Closely correlated
-0.37%
NAESX - PSMLX
98%
Closely correlated
-0.37%
VSCIX - PSMLX
98%
Closely correlated
-0.37%
VSCPX - PSMLX
98%
Closely correlated
-0.37%
FSSNX - PSMLX
97%
Closely correlated
-0.52%
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