Principal Lifetime 2035 Fund Fundamentals
LTIUX Fund | USD 12.85 0.01 0.08% |
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 Five Year Return Analysis
Principal Lifetime's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Principal Lifetime Five Year Return | 8.29 % |
Most of Principal Lifetime's fundamental indicators, such as Five Year Return, 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.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Principal Lifetime Five Year Return Component Assessment
According to the company disclosure, Principal Lifetime 2035 has a Five Year Return of 8.2863%. This is 60.48% lower than that of the Principal Funds family and significantly higher than that of the Target-Date 2035 category. The five year return for all United States funds is notably lower than that of the firm.
Principal Lifetime 2035 Fundamental Drivers 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 2035 is number one fund in equity positions weight among similar funds. It is number one fund in ten year return among similar funds reporting about 0.13 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Principal Lifetime 2035 is roughly 7.86 . 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 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 invests 68.86% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.16%) , cash (3.37%) and 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 | 17.56 X | ||||
Price To Book | 2.01 X | ||||
Price To Sales | 1.39 X | ||||
Total Asset | 1.5 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 4.59 % | ||||
One Year Return | 18.83 % | ||||
Three Year Return | 3.75 % | ||||
Five Year Return | 8.29 % | ||||
Ten Year Return | 8.76 % | ||||
Net Asset | 1.73 B | ||||
Cash Position Weight | 3.37 % | ||||
Equity Positions Weight | 68.86 % | ||||
Bond Positions Weight | 1.16 % |
About Principal Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Principal Lifetime 2035's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Principal Lifetime using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Principal Lifetime 2035 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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 2035. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. . 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.
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Try AI Portfolio ArchitectCheck out Principal Lifetime Piotroski F Score and Principal Lifetime Altman Z Score analysis. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Complementary Tools for Principal Mutual Fund analysis
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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