Principal Lifetime 2035 Fund Cash Position Weight
Principal Lifetime 2035 fundamentals help investors to digest information that contributes to Principal Lifetime's financial success or failures. It also enables traders to predict the movement of Principal Mutual Fund. The fundamental analysis module provides a way to measure Principal Lifetime's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Principal Lifetime mutual fund.
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Principal Lifetime 2035 Mutual Fund Cash Position Weight Analysis
Principal Lifetime's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Principal Lifetime Cash Position Weight | 3.17 % |
Most of Principal Lifetime's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Principal Lifetime 2035 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Principal Lifetime 2035 has 3.17% in Cash Position Weight. This is 39.04% higher than that of the Principal Funds family and significantly higher than that of the Target-Date 2035 category. The cash position weight for all United States funds is notably lower than that of the firm.
Principal Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Principal Lifetime's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Principal Lifetime could also be used in its relative valuation, which is a method of valuing Principal Lifetime by comparing valuation metrics of similar companies.Principal Lifetime is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Principal Lifetime
The fund consists of 73.25% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Principal Lifetime's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Principal Fundamentals
| Price To Earning | 17.91 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.42 X | |||
| Total Asset | 1.5 B | |||
| One Year Return | 5.97 % | |||
| Three Year Return | 5.25 % | |||
| Five Year Return | 4.59 % | |||
| Ten Year Return | 7.96 % | |||
| Net Asset | 1.5 B | |||
| Cash Position Weight | 3.17 % | |||
| Equity Positions Weight | 73.25 % | |||
| Bond Positions Weight | 23.22 % |
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The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. 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 gross domestic product. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Other Consideration for investing in Principal Mutual Fund
If you are still planning to invest in Principal Lifetime 2035 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Principal Lifetime's history and understand the potential risks before investing.
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