Principal LifeTime 2020 R5
(PTBPX)
US Markets Closed
AdChoices
14.53
+0.16
+1.11%
:

Previous Close

14.37

Net Assets

458.20M

Yield

1.64%

Front load

None

Expenses

0.29%

Category

Target Date 2016-2020

Morningstar Risk

Above Average

Morningstar Rating ★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PTBPX

  • Category

    • 2013

    • 15.68%

    • -

    • 2012

    • 14.39%

    • -

    • 2011

    • -1.30%

    • -

    • 2010

    • 14.52%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 5.33%

      • 9.62%

      • 4.48%

      • Q2

      • -0.75%

      • -2.36%

      • 0.74%

      • Q3

      • 4.87%

      • 4.99%

      • -12.67%

      • Q4

      • 5.53%

      • 1.79%

      • 7.39%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Principal Bond & Mtg Securities Inst

        • 10.40

        • 65,635,560

        • 7,052,741

        • Principal Core Plus Bond I Institutional

        • 9.06

        • 56,194,233

        • 139,865

        • Principal LargeCap Growth I Inst

        • 8.75

        • 45,363,425

        • 106,670

        • Principal Large Cap Value III Inst

        • 7.20

        • 32,009,323

        • 74,302

        • Principal Large Cap S&P 500 Index Inst

        • 6.23

        • 30,521,670

        • 73,773

        • Principal Overseas Instl

        • 5.93

        • 34,155,875

        • 77,389

        • Principal Diversified Intl Inst

        • 5.81

        • 32,611,118

        • 76,073

        • Principal Bond Market Index Instl

        • 5.31

        • 33,584,598

        • -8,905,947

        • Principal Global Opportunities Instl

        • 4.88

        • 25,563,660

        • 57,704

        • Principal LargeCap Value Inst

        • 4.29

        • 21,413,436

        • 52,173

        • Name

        • Rating

        • YTD Return %

          • American Funds 2020 Trgt Date Retire R5

          • ★★★★★
          • 4.17

          • American Funds 2020 Trgt Date Retire R4

          • ★★★★★
          • 3.92

          • American Funds 2020 Trgt Date Retire R3

          • ★★★★★
          • 3.67

          • JPMorgan SmartRetirement® 2020 Instl

          • ★★★★★
          • 3.80

          • Vanguard Target Retirement 2020 Inv

          • ★★★★★
          • 4.13

          • TIAA-CREF Lifecycle 2020 Instl

          • ★★★★★
          • 2.18

          • American Funds 2020 Trgt Date Retir A LW

          • ★★★★★
          • 4.01

          • T. Rowe Price Retirement 2020 Adv

          • ★★★★★
          • 3.06

          • T. Rowe Price Retirement 2020 R

          • ★★★★★
          • 2.88

          • T. Rowe Price Retirement 2020

          • ★★★★★
          • 3.29

          • Name

          • PTBPX

          • Category

            • Expense Ratio

            • 0.29%

            • 0.54%

            • Net Assets

            • 458.20M

            • 506.16M

            • Dividend Yield

            • 2.22%

            • 2.30

            • Price/Book

            • 1.97

            • 2.07

            • Price/Sales

            • 1.31

            • 1.42

            • Price/Cash Flow

            • 7.09

            • 7.02

            Profile

            Name of Issuer

            Principal Funds

            Fund Style

            Open

            Fund Manager

            Dirk Laschanzky

            Investment Style

            Large Blend

            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. 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.

            Purchase Information

            Initial Purchase 0
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            3/1/2001