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    Principal LifeTime 2015 Instl (LTINX)

    10.51 Up 0.09(0.86%) Oct 2
    Prev Close:10.42
    YTD Return*:-1.03%
    Net Assets*:836.30M

    * As of 31-Aug-15

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


    • No Headlines available for LTINX 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:836.3M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.04%

    Performance & Risk

    YTD Return:-1.03%
    5y Avg Return:8.62%
    Rank in Category (ytd):21
    % Rank in Category (ytd):11.67%
    Beta (3y):0.93
    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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