Principal Lifetime Financials
| PLJTX Fund | USD 15.21 0.14 0.93% |
Principal |
Please note that past performance is not an indicator of the future performance of Principal Lifetime, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Principal Lifetime Fund Summary
Principal Lifetime competes with Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and Strategic Asset. The fund operates as a target date fund that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2050. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. , with a majority of the funds assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.Specialization | Target-Date 2050, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Target-Date 2050 |
| Benchmark | NYSE Composite |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Principal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Principal Lifetime's current stock value. Our valuation model uses many indicators to compare Principal Lifetime value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Lifetime competition to find correlations between indicators driving Principal Lifetime's intrinsic value. More Info.Principal Lifetime Hybrid is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 389.18 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Principal Lifetime by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Principal Lifetime's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Principal Lifetime's earnings, one of the primary drivers of an investment's value.Principal Lifetime Hybrid Systematic Risk
Principal Lifetime's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Principal Lifetime volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Principal Lifetime Hybrid correlated with the market. If Beta is less than 0 Principal Lifetime generally moves in the opposite direction as compared to the market. If Principal Lifetime Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Principal Lifetime Hybrid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Principal Lifetime is generally in the same direction as the market. If Beta > 1 Principal Lifetime moves generally in the same direction as, but more than the movement of the benchmark.
Principal Lifetime May 8, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Principal Lifetime help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Principal Lifetime Hybrid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Principal Lifetime Hybrid based on widely used predictive technical indicators. In general, we focus on analyzing Principal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Principal Lifetime's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7239 | |||
| Information Ratio | 0.0263 | |||
| Maximum Drawdown | 3.17 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.14 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Lifetime Hybrid. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.