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    Principal LifeTime 2050 R2 (PTENX)

    14.71 Up 0.02(0.14%) Jul 31
    Prev Close:14.69
    YTD Return*:2.61%
    Net Assets*:2.29B

    * As of 30-Jun-15

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


    • No Headlines available for PTENX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl11.60N/A
    Principal Large Cap S&P 500 Index Inst11.13N/A
    Principal Diversified Intl Inst9.00N/A
    Principal Overseas Instl8.99N/A
    Principal Large Cap Value III Inst8.25N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.29B
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.78%

    Performance & Risk

    YTD Return:2.61%
    5y Avg Return:12.76%
    Rank in Category (ytd):54
    % Rank in Category (ytd):22.5%
    Beta (3y):1.40
    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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