• Fund Type: Fund of Funds
  • Objective: Target 2016-2020
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Principal LifeTime 2020 Fund

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PLFJX:US

14.91 USD 0.01 0.07%

As of 19:59:59 ET on 07/24/2014.

Snapshot for Principal LifeTime 2020 Fund (PLFJX)

Year To Date: +5.37% 3-Month: +3.76% 3-Year: +8.73% 52-Week Range: 13.19 - 14.95
1-Month: +0.61% 1-Year: +12.12% 5-Year: +12.40% Beta vs RAY: 0.74

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  • PLFJX:US 14.91
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Fund Profile & Information for PLFJX

Principal LifeTime 2020 Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek a total return consisting of long-term growth of capital and current income. The Fund invests in shares of other Principal Investors Funds.

Inception Date: 06-15-2001 Telephone: 1-800-247-4123
Managers: DIRK LASCHANZKY
Web Site: www.principal.com

Fundamentals for PLFJX

NAV (on 2014-07-24) 14.91
Assets (M) (on 2014-07-23) 6,923.98
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for PLFJX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-31) 0.24
Dividend Yield (ttm) 2.57

Fees & Expenses for PLFJX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 0.03
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 0.35

Top Fund Holdings for PLFJX

Filing Date: 06/30/2014
Name Position Value % of Total
Principal Bond & Mortgage Secu 58,790,315 646,693,469 9.345%
Principal Investors Fund Inc - 56,382,929 630,361,147 9.109%
Principal LargeCap Growth Fund 45,497,629 595,563,970 8.606%
Principal LargeCap Value Fund 32,102,837 494,704,717 7.148%
Principal Bond Market Index Fu 42,794,178 468,168,307 6.765%
Principal LargeCap S&P 500 Ind 30,614,681 424,319,485 6.131%
Principal Funds Inc - Overseas 34,255,524 419,972,720 6.068%
Principal Diversified Internat 32,708,536 408,529,613 5.903%
Principal Global Opportunities 25,637,879 337,138,105 4.872%
Principal LargeCap Value Fund 21,478,980 296,195,141 4.280%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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