• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.11% Nasdaq Up 0.41%

    Principal LifeTime 2020 R4 (PTBSX)

    13.10 Up 0.03(0.23%) Jul 1
    Prev Close:13.07
    YTD Return*:2.27%
    Net Assets*:6.03B

    * As of 31-May-16

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


    • No Headlines available for PTBSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst18.10N/A
    Principal Large Cap S&P 500 Index Inst6.92N/A
    Principal Global Div Inc Instl6.74N/A
    Principal Bond Market Index Instl6.69N/A
    Principal Diversified Intl Inst6.11N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.03B
    Category:Target-Date 2020
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:2.27%
    5y Avg Return:5.24%
    Rank in Category (ytd):84
    % Rank in Category (ytd):32.68%
    Beta (3y):1.03
    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 2020. 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
    Your browser doesn't support canvas
    Submit Feedback