Principal Lifetime Hybrid Fund Quote
| PLMTX Fund | USD 14.85 0.11 0.75% |
PerformanceVery Weak
| Odds Of DistressLow
|
Principal Lifetime is trading at 14.85 as of the 19th of March 2025; that is 0.75% up since the beginning of the trading day. The fund's open price was 14.74. Principal Lifetime has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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 2040. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. More on Principal Lifetime Hybrid
Moving together with Principal Mutual Fund
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Principal Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Principal Lifetime Hybrid [PLMTX] is traded in USA and was established 19th of March 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Principal Funds family. This fund at this time has accumulated 113.84 M in assets with no minimum investment requirementsPrincipal Lifetime Hybrid is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.02%, while the total return for the last 3 years was 7.6%.
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 Hybrid 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 Hybrid Mutual Fund Constituents
| PIIMX | International Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| PDARX | Diversified Real Asset | Mutual Fund | World Allocation | |
| PDIFX | Real Estate Debt | Mutual Fund | Foreign Large Blend | |
| PFISX | International Small Pany | Mutual Fund | Foreign Small/Mid Blend | |
| PFRSX | Real Estate Securities | Mutual Fund | Real Estate | |
| PIIIX | Diversified International Fund | Mutual Fund | Foreign Large Blend | |
| PIPIX | Inflation Protection Fund | Mutual Fund | Inflation-Protected Bond | |
| PLFIX | Largecap Sp 500 | Mutual Fund | Large Blend |
Principal Lifetime Hybrid Risk Profiles
| Mean Deviation | 0.6086 | |||
| Standard Deviation | 0.7694 | |||
| Variance | 0.592 | |||
| Risk Adjusted Performance | (0.06) |
Principal Lifetime Against Markets
Other Information on Investing in Principal Mutual Fund
Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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