Principal Lifetime 2040 Fund Fundamentals
| PTDSX Fund | USD 15.37 0.13 0.84% |
Principal Lifetime 2040 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 2040 Mutual Fund Price To Earning Analysis
Principal Lifetime's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Principal Lifetime Price To Earning | 17.89 X |
Most of Principal Lifetime's fundamental indicators, such as Price To Earning, 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 2040 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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Based on the latest financial disclosure, Principal Lifetime 2040 has a Price To Earning of 17.89 times. This is 10.01% lower than that of the Principal Funds family and significantly higher than that of the Target-Date 2040 category. The price to earning for all United States funds is notably lower than that of the firm.
Principal Lifetime 2040 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 2040 is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Principal Lifetime 2040 is roughly 8.73 . 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 Price To Earning 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 Price To Earning 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 price to earning among similar funds.
Fund Asset Allocation for Principal Lifetime
The fund consists of 79.89% 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 | 17.89 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 4.22 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 2.54 % | ||||
| One Year Return | 13.78 % | ||||
| Three Year Return | 1.59 % | ||||
| Five Year Return | 7.43 % | ||||
| Ten Year Return | 8.54 % | ||||
| Net Asset | 4.07 B | ||||
| Cash Position Weight | 2.95 % | ||||
| Equity Positions Weight | 79.89 % | ||||
| Bond Positions Weight | 0.76 % |
About Principal Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Principal Lifetime 2040'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 2040 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 2040. 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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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Lifetime 2040. 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.