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Principal LifeTime 2050 Institutional (PPLIX)

12.83 Down 0.27(2.06%) Jun 27
Prev Close:12.83
YTD Return*:1.19%
Net Assets*:2.36B
Yield*:1.36%

* As of 31-May-16

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

Headlines

  • No Headlines available for PPLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal LargeCap Growth I Instl11.96N/A
Principal Large Cap S&P 500 Index Inst11.72N/A
Principal Diversified Intl Inst10.84N/A
Principal Overseas Instl9.39N/A
Principal Large Cap Value III Inst7.11N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.36B
Category:Target-Date 2050
Annual Report Expense Ratio (net):0.04%

Performance & Risk

YTD Return:1.19%
5y Avg Return:6.72%
Rank in Category (ytd):86
% Rank in Category (ytd):34.96%
Beta (3y):1.43
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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