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PVMIX
AS OF
Jul 3 closing price
Price
$16.13
Change
+$0.09 (+0.56%)
Net Assets
2.5B
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PVMIX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$16.13
Change
+$0.09 (+0.56%)
Net Assets
2.5B

PVMIX Principal MidCap Value I Inst Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of 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 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 value companies with medium market capitalizations. 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 Inst MF is 21.67B. The market cap for tickers in the group ranges from 7.73B to 41.69B. YUM holds the highest valuation in this group at 41.69B. The lowest valued company is NNN at 7.73B.

Volume

The average weekly volume growth across all stocks in the Principal MidCap Value I Inst MF was -41%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 48
Price Growth Rating: 46
SMR Rating: 64
Profit Risk Rating: 22
Seasonality Score: 15 (-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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PVMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PVMIX has been closely correlated with MVCAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PVMIX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PVMIX
1D Price
Change %
PVMIX100%
+0.56%
MVCAX - PVMIX
95%
Closely correlated
+0.38%
VMVIX - PVMIX
74%
Closely correlated
+0.24%
VMVAX - PVMIX
74%
Closely correlated
+0.23%
JVMIX - PVMIX
65%
Loosely correlated
+0.62%
JVMRX - PVMIX
65%
Loosely correlated
+0.65%
More