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    Principal LifeTime 2015 R1 (LTSGX)

    9.69 Down 0.01(0.10%) Apr 29
    Prev Close:9.70
    YTD Return*:0.84%
    Net Assets*:792.51M

    * As of 31-Mar-16

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


    • No Headlines available for LTSGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst19.78N/A
    Principal Short-Term Income Inst7.54N/A
    Principal Bond Market Index Instl7.48N/A
    Principal Global Div Inc Instl7.30N/A
    Principal Inflation Protection Inst6.47N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:792.51M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.92%

    Performance & Risk

    YTD Return:0.84%
    5y Avg Return:4.33%
    Rank in Category (ytd):89
    % Rank in Category (ytd):50%
    Beta (3y):0.89
    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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