Principal Lifetime Strategic Fund Quote
| PLSPX Fund | USD 11.82 0.01 0.08% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Principal Lifetime is trading at 11.82 as of the 29th of November 2024; that is 0.08% up since the beginning of the trading day. The fund's open price was 11.81. Principal Lifetime has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Principal Lifetime Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund 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. More on Principal Lifetime Strategic
Moving together with Principal Mutual Fund
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Principal Lifetime Strategic [PLSPX] is traded in USA and was established 29th of November 2024. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of Principal Funds family. This fund at this time has accumulated 461.4 M in assets with no minimum investment requirementsPrincipal Lifetime is currently producing year-to-date (YTD) return of 8.25% with the current yeild of 0.02%, while the total return for the last 3 years was 1.44%.
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 Strategic 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 Strategic 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 Risk Profiles
| Mean Deviation | 0.228 | |||
| Semi Deviation | 0.2429 | |||
| Standard Deviation | 0.2872 | |||
| Variance | 0.0825 |
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.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Global Correlations Find global opportunities by holding instruments from different markets |