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Principal LifeTime 2020 R5

PTBPX
13.38
+0.03
+0.22%
7/22/2016
5 Years
  • Previous Close

    13.35

  • Net Assets

    411.11M

  • Yield

    1.35%

  • Front load

    None

  • Expenses

    0.29%

  • Category

    Target-Date 2020

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Principal Funds

Fund Style

Open

Fund Manager

Randy Welch

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" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2020. 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.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

3/1/2001

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