• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.29% Nasdaq Down 3.25%

    Principal LifeTime 2015 R3 (LTAPX)

    9.15 Down 0.08(0.87%) Feb 5
    Prev Close:9.23
    YTD Return*:-2.62%
    Net Assets*:772.61M
    Yield*:1.21%

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for LTAPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst20.28N/A
    Principal Short-Term Income Inst7.65N/A
    Principal Global Div Inc Instl7.37N/A
    Principal Bond Market Index Instl6.95N/A
    Principal Large Cap S&P 500 Index Inst6.60N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:772.61M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.61%

    Performance & Risk

    YTD Return:-2.62%
    5y Avg Return:4.42%
    Rank in Category (ytd):68
    % Rank in Category (ytd):43.04%
    Beta (3y):0.92
    Morningstar Risk Rating:4

    Fund Summary

    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 2015. It is a fund of funds and invests in PFI Institutional Class shares. 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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback