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    Principal LifeTime 2035 R4 (LTSEX)

    11.91 Down 0.02(0.17%) May 22
    Prev Close:11.93
    YTD Return*:3.53%
    Net Assets*:1.18B

    * As of 30-Apr-15

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


    • No Headlines available for LTSEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl12.04N/A
    Principal Bond & Mtg Securities Inst9.70N/A
    Principal Large Cap Value III Inst8.25N/A
    Principal Large Cap S&P 500 Index Inst7.38N/A
    Principal Diversified Intl Inst7.22N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.18B
    Category:Target Date 2031-2035
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:3.53%
    5y Avg Return:9.96%
    Rank in Category (ytd):63
    % Rank in Category (ytd):29.58%
    Beta (3y):1.30
    Morningstar Risk Rating:2

    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
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