Principal Lifetime Competition

Mutual Funds . USA . 
Fund . Principal Lifetime Strategic
PLSSX Fund  USD 11.65  0.00  0.00%   
Principal Lifetime competes with Vanguard Target, Jpmorgan Smartretirement, HUMANA, Barloworld, and Thrivent High; as well as few others. The fund is listed under Target-Date Retirement category and is part of Principal Funds family. Analyzing Principal Lifetime competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Principal Lifetime to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Principal Lifetime Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Principal Lifetime competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Principal Lifetime's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
11.3711.6511.93
Details
Intrinsic
Valuation
LowRealHigh
11.3611.6411.92
Details

Principal Lifetime Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Principal Lifetime and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Principal and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Principal Lifetime does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
JSIIX
+ 0.98
VTINX
MSTSX
+ 0.8
JSIIX
MSTSX
+ 0.71
VTINX
MSTSX
+ 0.68
LBHIX
ABHYX
+ 0.66
VTINX
LBHIX
+ 0.66
JSIIX
  
High negative correlations   
VIASP
- 0.82
SCAXF
LBHIX
- 0.54
444859BR2
BRRAY
- 0.47
VTINX
VIASP
- 0.46
444859BR2
BRRAY
- 0.46
JSIIX
MSTSX
- 0.45
BRRAY

Risk-Adjusted Indicators

There is a big difference between Principal Mutual Fund performing well and Principal Lifetime Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Principal Lifetime's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VTINX  0.20 (0.01)(0.39) 0.04  0.20 
(0.23)
 0.44 
(0.37)
 1.24 
JSIIX  0.25 (0.02)(0.32) 0.03  0.27 
(0.28)
 0.56 
(0.56)
 1.43 
444859BR2  1.36 (0.08) 0.00 (0.21) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.10) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
ABHYX  0.18  0.03 (0.22)(0.11) 0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.37) 0.00 (33.24) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.75  0.08 (0.03)(1.87) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
All Fundamental Data

Principal Lifetime Competitive Analysis

The better you understand Principal Lifetime competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Principal Lifetime's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Principal Lifetime's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PLSSX VTINX JSIIX 444859BR2 AQUI BRRAY LBHIX MSTSX ABHYX SCAXF
 0.00 
 11.65 
Principal
 0.44 
 13.83 
Vanguard
 0.12 
 16.27 
Jpmorgan
 1.82 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.24 
 4.26 
Thrivent
 0.25 
 11.90 
Morningstar
 0.22 
 9.01 
High-yield
 0.00 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Insignificant
OK
OK
Very Weak
Very Weak
Very Weak
Good
OK
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Strong Hold
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Strong Hold
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
461.4 M
36.97 B
3.85 B
N/A
3.19 K
54.41 B
674.44 M
116.1 M
672.37 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
2.01
1.93
2.02
N/A
N/A
0.99
1.58
N/A
N/A
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
3.52
4.01
4.58
N/A
N/A
3.98
3.46
8.6
1.69
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
12.35
12.56
15.29
N/A
N/A
N/A
11.94
19.87
11.13
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
3.15
13.4
11.73
N/A
N/A
N/A
6.56
14.28
0.1
N/A
Equity Positions Weight
31.17
25.73
39.02
N/A
N/A
N/A
0.07
61.63
N/A
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
1.07
1.49
2.21
N/A
N/A
N/A
3.06
7.0
-0.63
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0218
0.0326
0.0312
N/A
N/A
0.0543
0.0617
0.021
0.0041
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
3.17
58.79
4.68
N/A
N/A
N/A
92.23
22.72
2.0
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
1 K
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
387.08 M
N/A
1.55 B
N/A
3.19 K
54.41 B
347.66 M
215.11 M
243.16 M
3.06 M
Last Dividend Paid
N/A
0.04
0.09
N/A
N/A
4.6
0.02
N/A
0.03
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
N/A
50.36 M
N/A
7.72 M
Price To Earning
18.43
17.2
17.26
N/A
-0.22
9.18
35.48
N/A
N/A
19.55
Price To Sales
1.46
1.35
1.51
N/A
N/A
0.0285
1.23
N/A
N/A
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
7.47
7.73
9.94
N/A
N/A
N/A
7.32
13.69
6.09
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
4.98
5.64
5.5
N/A
N/A
N/A
6.0
N/A
4.84
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
11.65
13.83
16.27
80.35
0.006
4.23
4.26
11.9
9.01
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
0.0
9.2 T
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
0.0
Period Momentum Indicator
N/A
0.06
0.02
(1.49)
N/A
N/A
0.01
0.03
0.02
N/A
Rate Of Daily Change
1.0
1.0
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
11.65
13.83
16.27
80.35
0.006
4.23
4.26
11.9
9.01
0.015
Price Action Indicator
N/A
0.03
0.01
(0.75)
N/A
N/A
0.005
0.015
0.01
N/A
Relative Strength Index
55.15
63.07
64.97
41.32
N/A
49.84
79.03
56.05
52.75
N/A
Coefficient Of Variation
3363.94
1518.07
1841.9
(6,059)
N/A
25169.77
601.89
1345.37
1293.42
(812.40)
Mean Deviation
0.2162
0.2031
0.2487
1.36
N/A
1.27
0.116
0.4933
0.1753
0.7004
Jensen Alpha
(0.01)
(0.01)
(0.02)
(0.08)
N/A
(0.1)
0.0146
(0.03)
0.0261
(0.37)
Total Risk Alpha
(0.04)
(0.03)
(0.04)
(0.45)
N/A
(0.63)
(0.01)
(0.06)
(0.03)
(0.80)
Sortino Ratio
(0.36)
(0.39)
(0.32)
N/A
N/A
N/A
(0.39)
(0.12)
(0.22)
N/A
Downside Variance
0.108
0.0779
0.1171
N/A
N/A
N/A
0.0617
0.4195
0.2181
N/A
Standard Deviation
0.2758
0.2569
0.3198
2.62
N/A
4.2
0.1738
0.6354
0.2902
2.89
Kurtosis
(0.08)
(0.03)
(0.02)
5.49
N/A
11.15
3.08
(0.04)
8.29
66.0
Potential Upside
0.4333
0.4415
0.5618
5.93
N/A
N/A
0.2375
1.21
0.3382
N/A
Treynor Ratio
(0.02)
0.0366
0.0264
(0.21)
N/A
0.0074
0.5074
0.0604
(0.11)
(33.24)
Maximum Drawdown
1.28
1.24
1.43
16.62
N/A
34.02
0.9552
2.8
1.91
23.47
Variance
0.0761
0.066
0.1023
6.87
N/A
17.65
0.0302
0.4037
0.0842
8.35
Market Risk Adjusted Performance
(0.01)
0.0466
0.0364
(0.20)
N/A
0.0174
0.5174
0.0704
(0.1)
(33.23)
Risk Adjusted Performance
0.005
0.0306
0.0276
(0.01)
N/A
0.0112
0.0932
0.0549
0.0428
(0.09)
Skewness
(0.25)
0.0219
(0.08)
0.8987
N/A
0.4951
1.04
0.0729
(1.72)
(8.12)
Semi Deviation
0.2693
0.2039
0.2741
N/A
N/A
N/A
0.0
0.5159
0.2511
N/A
Information Ratio
(0.42)
(0.42)
(0.34)
(0.06)
N/A
(0.03)
(0.56)
(0.12)
(0.35)
(0.17)
Value At Risk
(0.52)
(0.37)
(0.56)
(5.79)
N/A
(2.98)
(0.24)
(1.02)
(0.33)
N/A
Expected Short fall
(0.22)
(0.23)
(0.28)
N/A
N/A
N/A
(0.28)
(0.61)
(0.24)
N/A
Downside Deviation
0.3286
0.2791
0.3422
N/A
N/A
N/A
0.2483
0.6477
0.467
N/A
Semi Variance
0.0725
0.0416
0.0751
N/A
N/A
N/A
(0.02)
0.2661
0.0631
N/A

Principal Lifetime Competition Performance Charts

Five steps to successful analysis of Principal Lifetime Competition

Principal Lifetime's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Principal Lifetime in relation to its competition. Principal Lifetime's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Principal Lifetime in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Principal Lifetime's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Principal Lifetime, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Principal Lifetime position

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Large Value Funds
Large Value Funds Theme
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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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