Dow Down 0.25% Nasdaq Down 0.26%

Principal LifeTime 2030 R5 (PTCPX)

15.30 Down 0.03(0.20%) Aug 28
Prev Close:15.33
YTD Return*:3.60%
Net Assets*:6.78B
Yield*:1.64%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for PTCPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Principal LargeCap Growth I Inst11.36N/A
Principal Large Cap Value III Inst9.07N/A
Principal Overseas Instl8.03N/A
Principal Large Cap S&P 500 Index Inst7.02N/A
Principal Diversified Intl Inst6.94N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:6.78B
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):0.29%

Performance & Risk

YTD Return:3.60%
5y Avg Return:12.55%
Rank in Category (ytd):53
% Rank in Category (ytd):22.65%
Beta (3y):1.37
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." 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. The fund invests in PFI Institutional Class shares of underlying funds. 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
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