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  • 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

14.52 USD 0.10 0.68%

As of 09:29:30 ET on 04/17/2015.

Snapshot for Principal LifeTime 2020 Fund (PLFJX)

Year To Date: +3.27% 3-Month: +3.79% 3-Year: +9.65% 52-Week Range: 13.67 - 14.62
1-Month: +1.54% 1-Year: +7.50% 5-Year: +8.75% Beta vs RAY: 0.77

Mutual Fund Chart for PLFJX

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  • PLFJX:US 14.52
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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 2015-04-17) 14.52
Assets (M) (on 2015-04-17) 6,618.79
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 2014-12-31) 0.32
Dividend Yield (ttm) 5.77

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 0.33

Top Fund Holdings for PLFJX

Filing Date: 02/28/2015
Name Position Value % of Total
Principal Bond & Mortgage Secu 106,464,333 1,174,301,593 17.774%
Principal LargeCap Growth Fund 46,230,966 605,163,347 9.160%
Principal LargeCap Value Fund 26,428,343 422,060,639 6.388%
Principal LargeCap S&P 500 Ind 27,490,118 406,853,749 6.158%
Principal Diversified Internat 30,697,754 369,600,964 5.594%
Principal Funds Inc - Overseas 34,152,252 369,527,363 5.593%
Principal Bond Market Index Fu 31,753,402 352,780,292 5.340%
Principal Global Opportunities 26,461,656 319,921,420 4.842%
Principal Equity Income Fund 9,781,199 265,852,991 4.024%
Principal LargeCap Value Fund 20,722,788 264,837,229 4.009%

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

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