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    Principal LifeTime 2030 Instl (PMTIX)

    14.82 Up 0.06(0.41%) Mar 2
    Prev Close:14.76
    YTD Return*:-0.56%
    Net Assets*:6.60B

    * As of 31-Jan-15

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


    • No Headlines available for PMTIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Bond & Mtg Securities Inst12.83N/A
    Principal LargeCap Growth I Instl11.39N/A
    Principal Large Cap Value III Inst8.76N/A
    Principal Overseas Instl7.25N/A
    Principal Large Cap S&P 500 Index Inst6.85N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.6B
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.04%

    Performance & Risk

    YTD Return:-0.56%
    5y Avg Return:11.09%
    Rank in Category (ytd):39
    % Rank in Category (ytd):15.12%
    Beta (3y):1.22
    Morningstar Risk Rating:3

    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. 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
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