• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.03% Nasdaq Up 0.17%

    Principal LifeTime 2020 R1 (PWASX)

    14.36 0.00(0.00%) Dec 24
    Prev Close:14.36
    YTD Return*:5.51%
    Net Assets*:7.00B
    Yield*:0.95%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for PWASX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Bond & Mtg Securities Inst14.36N/A
    Principal Core Plus Bond I Institutional9.14N/A
    Principal LargeCap Growth I Instl8.87N/A
    Principal Large Cap Value III Inst7.02N/A
    Principal Large Cap S&P 500 Index Inst6.06N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:5.51%
    5y Avg Return:9.49%
    Rank in Category (ytd):52
    % Rank in Category (ytd):22.81%
    Beta (3y):1.10
    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." 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. 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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback