PTBPX Principal LifeTime 2020 R5 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 2020. 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

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Fundamentals

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PTBPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PTBPX has been closely correlated with RECTX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PTBPX jumps, then RECTX could also see price increases.

Ticker / NAME	Correlation To PTBPX	1D Price Change %
PTBPX	100%	N/A
RECTX - PTBPX	92% Closely correlated	+0.14%
RACTX - PTBPX	92% Closely correlated	+0.14%
CCCTX - PTBPX	92% Closely correlated	+0.15%
RBCTX - PTBPX	92% Closely correlated	+0.15%
RHCTX - PTBPX	83% Closely correlated	+0.14%
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