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    Principal LifeTime 2045 R2 (LTRSX)

    10.99 Up 0.02(0.18%) Sep 3
    Prev Close:10.99
    YTD Return*:-2.46%
    Net Assets*:710.27M
    Yield*:2.14%

    * As of 31-Aug-15

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

    Headlines

    • No Headlines available for LTRSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl11.88N/A
    Principal Large Cap S&P 500 Index Inst11.16N/A
    Principal Overseas Instl8.66N/A
    Principal Diversified Intl Inst8.55N/A
    Principal Large Cap Value III Inst7.45N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:710.27M
    Category:Target Date 2041-2045
    Annual Report Expense Ratio (net):0.79%

    Performance & Risk

    YTD Return:-2.46%
    5y Avg Return:10.69%
    Rank in Category (ytd):44
    % Rank in Category (ytd):20.47%
    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 2045. 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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