• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    Principal LifeTime 2040 R1 (PYASX)

    14.51 Down 0.06(0.41%) Jan 30
    Prev Close:14.57
    YTD Return*:5.20%
    Net Assets*:4.24B

    * As of 31-Dec-14

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


    • No Headlines available for PYASX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl13.94N/A
    Principal Large Cap Value III Inst11.21N/A
    Principal Diversified Intl Inst8.08N/A
    Principal Large Cap S&P 500 Index Inst8.05N/A
    Principal Overseas Instl8.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.24B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:5.20%
    5y Avg Return:10.17%
    Rank in Category (ytd):54
    % Rank in Category (ytd):23.79%
    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
    Your browser doesn't support canvas
    Submit Feedback