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    Principal LifeTime 2020 R4 (PTBSX)

    13.87 Up 0.20(1.46%) Aug 27
    Prev Close:13.87
    YTD Return*:2.57%
    Net Assets*:6.54B
    Yield*:2.03%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for PTBSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Bond & Mtg Securities Inst17.68N/A
    Principal Large Cap S&P 500 Index Inst7.59N/A
    Principal Global Div Inc Instl6.33N/A
    Principal Overseas Instl5.64N/A
    Principal Diversified Intl Inst5.59N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.54B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:2.57%
    5y Avg Return:9.39%
    Rank in Category (ytd):21
    % Rank in Category (ytd):8.2%
    Beta (3y):1.06
    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
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