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    Principal LifeTime 2050 A (PPEAX)

    14.18 Up 0.01(0.07%) Aug 28
    Prev Close:14.17
    YTD Return*:3.82%
    Net Assets*:2.32B
    Yield*:2.30%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for PPEAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl11.95N/A
    Principal Large Cap S&P 500 Index Inst11.24N/A
    Principal Overseas Instl9.04N/A
    Principal Diversified Intl Inst8.93N/A
    Principal Large Cap Value III Inst8.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.32B
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:3.82%
    5y Avg Return:11.81%
    Rank in Category (ytd):38
    % Rank in Category (ytd):15.83%
    Beta (3y):1.41
    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" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2050. 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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