• 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

14.41 USD 0.05 0.35%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Principal LifeTime 2020 Fund (PLFJX)

Year To Date: +5.47% 3-Month: +0.44% 3-Year: +12.76% 52-Week Range: 13.23 - 14.53
1-Month: +0.24% 1-Year: +7.23% 5-Year: +9.70% Beta vs RAY: 0.73

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  • PLFJX:US 14.41
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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 2014-12-19) 14.41
Assets (M) (on 2014-12-19) 6,528.45
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for PLFJX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-12-17) 0.01
Dividend Yield (ttm) 5.22

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: 11/30/2014
Name Position Value % of Total
Principal Bond & Mortgage Secu 109,076,820 1,197,663,482 17.099%
Principal LargeCap Growth Fund 45,129,003 625,939,268 8.937%
Principal LargeCap Value Fund 30,818,526 497,102,828 7.097%
Principal LargeCap S&P 500 Ind 29,198,603 430,387,409 6.145%
Principal Funds Inc - Overseas 34,265,341 396,450,000 5.660%
Principal Diversified Internat 32,718,299 390,983,672 5.582%
Principal Bond Market Index Fu 33,666,714 377,740,536 5.393%
Principal Global Opportunities 25,644,605 339,021,678 4.840%
Principal LargeCap Value Fund 21,484,538 305,080,438 4.356%
Principal Short-Term Income Fu 19,231,331 235,391,490 3.361%

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

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