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    Principal LifeTime 2015 R3 (LTAPX)

    10.37 Up 0.08(0.78%) Oct 5
    Prev Close:10.37
    YTD Return*:-3.23%
    Net Assets*:808.59M

    * As of 30-Sep-15

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


    • No Headlines available for LTAPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst20.01N/A
    Principal Short-Term Income Inst7.52N/A
    Principal Global Div Inc Instl7.34N/A
    Principal Bond Market Index Instl6.82N/A
    Principal Inflation Protection Inst6.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:808.59M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:-3.23%
    5y Avg Return:6.28%
    Rank in Category (ytd):55
    % Rank in Category (ytd):30.56%
    Beta (3y):0.94
    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
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