Principal Lifetime 2025 Fund Bond Positions Weight
Principal Lifetime 2025 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 2025 Mutual Fund Bond Positions Weight Analysis
Principal Lifetime's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Principal Lifetime Bond Positions Weight | 2.07 % |
Most of Principal Lifetime's fundamental indicators, such as Bond Positions Weight, 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 2025 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Principal Lifetime 2025 has a Bond Positions Weight of 2.07%. This is much higher than that of the Principal Funds family and significantly higher than that of the Target-Date 2025 category. The bond positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Principal Lifetime
The fund invests 49.03% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.07%) , cash (2.92%) 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 | 18.07 X | |||
| Price To Book | 2.01 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 1.6 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 9.04 % | |||
| One Year Return | 14.48 % | |||
| Three Year Return | 1.12 % | |||
| Five Year Return | 5.49 % | |||
| Ten Year Return | 7.15 % | |||
| Net Asset | 1.7 B | |||
| Cash Position Weight | 2.92 % | |||
| Equity Positions Weight | 49.03 % | |||
| Bond Positions Weight | 2.07 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Consideration for investing in Principal Mutual Fund
If you are still planning to invest in Principal Lifetime 2025 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Principal Lifetime's history and understand the potential risks before investing.
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