Principal Lifetime Mutual Fund Money Managers
PTDAX Fund | USD 15.58 0.85 5.17% |
Break down of Principal Lifetime's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Principal Lifetime's future under-performance.
Principal |
Symbol | PTDAX |
Name | Principal Lifetime 2040 |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Principal Lifetime 2040 Leadership is currently not available.
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Principal Lifetime Net Asset Comparison
Principal Lifetime 2040 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2040 category is currently estimated at about 27.64 Billion. Principal Lifetime retains roughly 4.24 Billion in net asset claiming about 15% of funds listed under Target-Date 2040 category.
Principal Lifetime 2040 Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Principal Lifetime 2040 Price Series Summation is a cross summation of Principal Lifetime price series and its benchmark/peer.
About Principal Lifetime Management Performance
The success or failure of an entity such as Principal Lifetime 2040 often depends on how effective the management is. Principal Lifetime management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Principal management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Principal management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
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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