Principal Lifetime 2020 Fund Quote
| PTBAX Fund | USD 13.32 0.05 0.38% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Principal Lifetime is trading at 13.32 as of the 2nd of December 2024; that is 0.38% up since the beginning of the trading day. The fund's open price was 13.27. Principal Lifetime has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 2nd of November 2024 and ending today, the 2nd of December 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
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Principal Lifetime 2020 [PTBAX] is traded in USA and was established 2nd of December 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 2.59 B in assets with minimum initial investment of 1 K. Principal Lifetime 2020 is currently producing year-to-date (YTD) return of 9.32% with the current yeild of 0.02%, while the total return for the last 3 years was 1.59%.
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
| PIPIX | Inflation Protection Fund | Mutual Fund | Inflation-Protected Bond | |
| PYHIX | High Yield Fund | Mutual Fund | High Yield Bond | |
| PSHIX | Short Term Income Fund | Mutual Fund | Short-Term Bond | |
| PNIIX | Bond Market Index | Mutual Fund | Intermediate Core Bond | |
| PMSIX | Core Plus Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| PMAQX | Midcap Fund R 6 | Mutual Fund | Mid-Cap Growth | |
| PLVIX | Largecap Value Fund | Mutual Fund | Large Value | |
| PLFIX | Largecap Sp 500 | Mutual Fund | Large Blend |
Principal Lifetime 2020 Risk Profiles
| Mean Deviation | 0.2562 | |||
| Semi Deviation | 0.2675 | |||
| Standard Deviation | 0.3303 | |||
| Variance | 0.1091 |
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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |