Principal LifeTime 2050 Fund Inst (PPLIX)
18.65
-0.04
(-0.21%)
USD |
Dec 13 2024
Returns Chart
Key Stats
Net Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
General | |
Security Type | |
Broad Asset Class | |
Broad Category | |
Global Peer Group | |
Peer Group | |
Global Macro | |
US Macro | |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | |
Fund Owner Firm Name |
Broad Asset Class Benchmark Index | |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
--
--
Peer Group Low
--
Peer Group High
1 Year
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
6 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
5 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
YTD
% Rank:
--
--
Peer Group Low
--
Peer Group High
10 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 17, 2024.
Asset Allocation
Type | % Net |
---|---|
Cash | -- |
Stock | -- |
Bond | -- |
Convertible | -- |
Preferred | -- |
Other | -- |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Principal Diversified International Fund;R-6 | 22.33% | 14.12 | -0.14% |
Principal LargeCap S&P 500 Index Fund;Inst | 11.79% | 29.91 | 0.00% |
Principal Blue Chip Fund;R-6 | 11.62% | 47.76 | -0.60% |
Principal LargeCap Growth Fund I;R-6 | 11.62% | 22.58 | -0.53% |
Principal LargeCap Value Fund III;Inst | 10.98% | 21.28 | -0.05% |
Principal Equity Income Fund;Inst | 10.95% | 40.63 | 0.02% |
Principal SmallCap Fund;R-6 | 3.97% | 30.52 | -0.42% |
Principal Core Fixed Income Fund;R-6 | 3.34% | 8.53 | -0.35% |
Principal MidCap Fund;R-6 | 2.91% | 46.70 | -0.74% |
Principal Small-MidCap Dividend Income Fund;Inst | 2.54% | 19.59 | -0.41% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | -- |
Administration Fee | -- |
Performance Fee | -- |
Switching Fee | -- |
Transaction Fee | -- |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
General Availability | |
Available for Insurance Product | No |
Available for Retirement Plan | No |
Available for RRSP | No |
Purchase Details | |
Open to New Investors | No |
Open to Existing Investors | No |
Minimum Initial Investment | -- |
Minimum Subsequent Investment | -- |
Basic Info
Investment Strategy | |
General | |
Security Type | |
Broad Asset Class | |
Broad Category | |
Global Peer Group | |
Peer Group | |
Global Macro | |
US Macro | |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | |
Fund Owner Firm Name |
Broad Asset Class Benchmark Index | |
Fundamentals
General | |
Distribution Yield | -- |
Dividend Yield TTM | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Growth Metrics
EPS Growth (1Y) | -- |
EPS Growth (3Y) | -- |
EPS Growth (5Y) | -- |
Sales Growth (1Y) | -- |
Sales Growth (3Y) | -- |
Sales Growth (5Y) | -- |
Sales per Share Growth (1Y) | -- |
Sales per Share Growth (3Y) | -- |
Operating Cash Flow - Growth Ratge (3Y) | -- |
Growth Estimates
Forecasted 5 Yr Earnings Growth | -- |
Forecasted Book Value Growth | -- |
Forecasted Cash Flow Growth | -- |
Forecasted Earnings Growth | -- |
Forecasted Revenue Growth | -- |
Fund Details
Key Dates | |
Inception Date | -- |
Last Annual Report Date | -- |
Last Prospectus Date | -- |
Share Classes | |
PFLJX | Other |
PPEAX | A |
PTEFX | Retirement |
PTERX | Retirement |
Attributes | |
Index Fund | No |
Inverse Fund | No |
Leveraged Fund | No |
Fund of Funds | No |
Currency Hedged Fund | No |
Synthetic Replication Fund | No |
Has Dividend Investment Plan | No |
Socially Responsible Fund | No |
Top Portfolio Holders
Excel Add-In Codes
Name: =YCI("M:PPLIX", "name") |
Broad Asset Class: =YCI("M:PPLIX", "broad_asset_class") |
Broad Category: =YCI("M:PPLIX", "broad_category_group") |
Prospectus Objective: =YCI("M:PPLIX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |