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    Principal LifeTime 2030 R5 (PTCPX)

    13.09 Down 0.04(0.30%) Apr 29
    Prev Close:13.13
    YTD Return*:0.23%
    Net Assets*:6.58B
    Yield*:1.25%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for PTCPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Core Plus Bond Inst13.19N/A
    Principal Large Cap S&P 500 Index Inst9.14N/A
    Principal LargeCap Growth I Instl7.48N/A
    Principal Diversified Intl Inst6.94N/A
    Principal Overseas Instl6.71N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.58B
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.29%

    Performance & Risk

    YTD Return:0.23%
    5y Avg Return:5.96%
    Rank in Category (ytd):67
    % Rank in Category (ytd):26.07%
    Beta (3y):1.20
    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 2030. 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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