Principal Lifetime 2020 Fund Quote

PWASX Fund  USD 12.37  0.01  0.08%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Principal Lifetime is trading at 12.37 as of the 29th of March 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 12.36. Principal Lifetime has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Principal Lifetime 2020 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
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 2020. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. More on Principal Lifetime 2020

Moving together with Principal Mutual Fund

  0.88STFGX State Farm GrowthPairCorr
  0.91SABPX Strategic Asset ManaPairCorr
  0.9SACAX Strategic Asset ManaPairCorr
  0.94SAGPX Strategic Asset ManaPairCorr
  0.95PFIJX Strategic Asset ManaPairCorr
  0.95PFILX Strategic Asset ManaPairCorr
  0.93PFIEX International EquityPairCorr

Principal Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Principal Lifetime's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Principal Lifetime or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Principal Funds (View all Sectors)
Update Date31st of March 2024
Principal Lifetime 2020 [PWASX] is traded in USA and was established 29th of March 2024. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of Principal Funds family. This fund at this time has accumulated 4.71 B in assets with no minimum investment requirementsPrincipal Lifetime 2020 is currently producing year-to-date (YTD) return of 2.76% with the current yeild of 0.02%, while the total return for the last 3 years was 1.03%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Lifetime 2020 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Principal Lifetime 2020 Mutual Fund Constituents

PIPIXInflation Protection FundMutual FundInflation-Protected Bond
PYHIXHigh Yield FundMutual FundHigh Yield Bond
PSHIXShort Term Income FundMutual FundShort-Term Bond
PNIIXBond Market IndexMutual FundIntermediate Core Bond
PMSIXCore Plus BondMutual FundIntermediate Core-Plus Bond
PMAQXMidcap Fund R 6Mutual FundMid-Cap Growth
PLVIXLargecap Value FundMutual FundLarge Value
More Details

Principal Lifetime Target Price Odds Analysis

Based on a normal probability distribution, the odds of Principal Lifetime jumping above the current price in 90 days from now is under 4%. The Principal Lifetime 2020 probability density function shows the probability of Principal Lifetime mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Principal Lifetime has a beta of 0.5969 indicating as returns on the market go up, Principal Lifetime average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Principal Lifetime 2020 will be expected to be much smaller as well. Additionally, principal Lifetime 2020 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 12.37HorizonTargetOdds Above 12.37
96.82%90 days
 12.37 
3.04%
Based on a normal probability distribution, the odds of Principal Lifetime to move above the current price in 90 days from now is under 4 (This Principal Lifetime 2020 probability density function shows the probability of Principal Mutual Fund to fall within a particular range of prices over 90 days) .

Principal Lifetime 2020 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Principal Lifetime market risk premium is the additional return an investor will receive from holding Principal Lifetime long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Lifetime. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Principal Lifetime's alpha and beta are two of the key measurements used to evaluate Principal Lifetime's performance over the market, the standard measures of volatility play an important role as well.

Principal Lifetime Against Markets

Picking the right benchmark for Principal Lifetime mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Principal Lifetime mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Principal Lifetime is critical whether you are bullish or bearish towards Principal Lifetime 2020 at a given time. Please also check how Principal Lifetime's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Principal Lifetime without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Principal Mutual Fund?

Before investing in Principal Lifetime, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Principal Lifetime. To buy Principal Lifetime fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Principal Lifetime. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Principal Lifetime fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Principal Lifetime 2020 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Principal Lifetime 2020 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Principal Lifetime 2020, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Principal Lifetime 2020?

The danger of trading Principal Lifetime 2020 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Principal Lifetime is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Principal Lifetime. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Principal Lifetime 2020 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Lifetime 2020. 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 state.
You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Principal Lifetime's price analysis, check to measure Principal Lifetime's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Lifetime is operating at the current time. Most of Principal Lifetime's value examination focuses on studying past and present price action to predict the probability of Principal Lifetime's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Lifetime's price. Additionally, you may evaluate how the addition of Principal Lifetime to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Principal Lifetime's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Lifetime is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Lifetime's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.