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 Dow Down 0.16% Nasdaq Up 0.40%

Principal LifeTime 2020 B (PLIBX)

15.18 Up 0.02(0.13%) Jul 23
Prev Close:15.16
YTD Return*:4.49%
Net Assets*:6.92B
Yield*:0.48%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PLIBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal Bond & Mtg Securities Inst9.47N/A
Principal Core Plus Bond I Institutional9.23N/A
Principal LargeCap Growth I Inst8.55N/A
Principal Large Cap Value III Inst7.11N/A
Principal Bond Market Index Instl6.86N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:6.92B
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:4.49%
5y Avg Return:12.53%
Rank in Category (ytd):77
% Rank in Category (ytd):32.91%
Beta (3y):1.22
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." 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. 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
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