Principal Lifetime 2030 Fund Equity Positions Weight
| PXASXDelisted Fund | USD 14.75 0.00 0.00% |
Principal Lifetime 2030 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 2030 Mutual Fund Equity Positions Weight Analysis
Principal Lifetime's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Principal Lifetime Equity Positions Weight | 58.29 % |
Most of Principal Lifetime's fundamental indicators, such as Equity 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 2030 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Principal Lifetime 2030 has an Equity Positions Weight of 58%. This is 40.36% lower than that of the Principal Funds family and significantly higher than that of the Target-Date 2030 category. The equity positions weight for all United States funds is notably lower than that of the firm.
Principal Equity Positions 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 Equity Positions 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 equity positions weight among similar funds.
Fund Asset Allocation for Principal Lifetime
The fund invests 58.29% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.53%) , cash (3.22%) 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 | 17.87 X | |||
| Price To Book | 2.01 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 5.21 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 10.31 % | |||
| One Year Return | 16.40 % | |||
| Three Year Return | 1.45 % | |||
| Five Year Return | 6.25 % | |||
| Ten Year Return | 7.46 % | |||
| Net Asset | 5.95 B | |||
| Cash Position Weight | 3.22 % | |||
| Equity Positions Weight | 58.29 % | |||
| Bond Positions Weight | 1.53 % |
About Principal Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Principal Lifetime 2030'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 2030 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.
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Check out Your Equity Center 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 state. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Consideration for investing in Principal Mutual Fund
If you are still planning to invest in Principal Lifetime 2030 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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