Principal LifeTime 2015 R5 (LTPFX)
10.72 0.01(0.09%) Dec 19
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LTPFX at this time.
|Symbol||% Assets||YTD Return %|
|Principal Bond & Mtg Securities Inst||10.26||N/A|
|Principal Core Plus Bond I Institutional||10.13||N/A|
|Principal Bond Market Index Instl||8.65||N/A|
|Principal LargeCap Growth I Inst||8.20||N/A|
|Principal Overseas Instl||5.45||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2011-2015|
|Annual Report Expense Ratio (net):||0.30%|
Performance & Risk
|5y Avg Return:||13.25%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||12.36%|
|Morningstar Risk Rating:||4|
The investment seeks a total return consisting of long-term growth of capital and current income.
The fund operates as a "target date fund." It invests in underlying Principal Funds, Inc. ("PFI") domestic and foreign equity, real asset and alternative investments, and fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in the fund's name. The fund invests in PFI Institutional Class shares of underlying funds. Within 10 to 15 years after its target year, the fund's underlying fund allocation is expected to match that of the Principal LifeTime Strategic Income Fund. View More