• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.82% Nasdaq Up 0.41%

    Principal LifeTime 2035 R5 (LTPEX)

    11.28 Up 0.06(0.53%) Oct 8
    Prev Close:11.22
    YTD Return*:-4.23%
    Net Assets*:1.13B

    * As of 30-Sep-15

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


    • No Headlines available for LTPEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst10.82N/A
    Principal LargeCap Growth I Instl10.62N/A
    Principal Large Cap S&P 500 Index Inst10.40N/A
    Principal Overseas Instl7.48N/A
    Principal Diversified Intl Inst7.43N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.13B
    Category:Target Date 2031-2035
    Annual Report Expense Ratio (net):0.29%

    Performance & Risk

    YTD Return:-4.23%
    5y Avg Return:8.38%
    Rank in Category (ytd):18
    % Rank in Category (ytd):8.37%
    Beta (3y):1.30
    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 2035. 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