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LTRIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$15.03
Change
-$0.18 (-1.18%)
Net Assets
1.7B

LTRIX Principal LifeTime 2045 Institutional Forecast, Technical & Fundamental Analysis

The investment seeks a total return consisting of long-term growth of capital and current income... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks a total return consisting of long-term growth of capital and current income. 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 2045. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). 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.
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A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2045
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com
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LTRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LTRIX has been closely correlated with VTIVX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if LTRIX jumps, then VTIVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LTRIX
1D Price
Change %
LTRIX100%
-1.18%
VTIVX - LTRIX
96%
Closely correlated
-1.10%
REHTX - LTRIX
95%
Closely correlated
-1.04%
RCHTX - LTRIX
95%
Closely correlated
-1.07%
FCHTX - LTRIX
95%
Closely correlated
-1.05%
RBHTX - LTRIX
95%
Closely correlated
-1.05%
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