Nasdaq - Delayed Quote USD

Principal LifeTime 2020 Institutional (PLWIX)

12.15 0.00 (0.00%)
At close: 8:01 PM EDT

Top 10 Holdings (84.53% of Total Assets)

SymbolCompany% Assets
PICNX
Principal Core Fixed Income R6 31.13%
PSHIX
Principal Short-Term Income Inst 12.29%
PDIFX
Principal Diversified International Fund 7.11%
PYHIX
Principal High Income Inst 5.99%
PIPIX
Principal Inflation Protection Inst 5.30%
PGBHX
Principal Blue Chip Fund 4.70%
PLFIX
Principal Large Cap S&P 500 Index Inst 4.64%
PLCGX
Principal LargeCap Growth I R6 4.61%
PLVIX
Principal Large Cap Value III Inst 4.42%
PEIIX
Principal Equity Income Fund 4.35%
Get Quotes for Top Holdings

Sector Weightings

SectorPLWIX
Technology   19.52%
Financial Services   17.15%
Industrials   14.06%
Healthcare   11.15%
Consumer Cyclical   11.13%
Communication Services   5.71%
Energy   5.15%
Consumer Defensive   5.11%
Real Estate   4.19%
Basic Materials   4.05%
Utilities   2.77%

Overall Portfolio Composition (%)

Cash 0.60%
Stocks 44.17%
Bonds 55.00%
Others 0.24%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 13.16%
AAA 49.33%
AA 1.66%
A 14.86%
BBB 21.71%
BB 3.19%
B 5.18%
Below B 2.24%
Other 1.83%

Equity Holdings

Average PLWIX Category Average
Price/Earnings 0.05 23.06
Price/Book 0.35 2.87
Price/Sales 0.48 2.15
Price/Cashflow 0.07 14.39
Median Market Cap 73,724.81 71,974.77
3 Year Earnings Growth 18.17 11.79

Bond Holdings

Average PLWIX Category Average
Maturity 9.25 5.85
Duration 3.64 5.65
Credit Quality -- --

Performance & Risk

YTD Return 1.25%
5y Average Return 5.13%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Principal Funds
Net Assets 2.49B
YTD Return 3.50%
Yield 2.73%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

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 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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