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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 14.52 -0.34%

As of 20:00:00 ET on 06/01/2015.

Snapshot for Principal LifeTime 2020 Fund (PLFJX)

Year To Date: +3.27% 3-Month: +0.48% 3-Year: +11.98% 52-Week Range: 13.67 - 14.67
1-Month: -0.21% 1-Year: +5.22% 5-Year: +10.51% Beta vs RAY: 0.76

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 2015-06-01) 14.52
Assets (M) (on 2015-06-01) 6,638.22
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: 04/30/2015
Name Position Value % of Total
Principal Bond & Mortgage Secu 106,677,901 1,173,456,909 17.774%
Principal LargeCap S&P 500 Ind 33,476,704 492,107,549 7.454%
Principal Global Diversified I 29,662,019 422,387,147 6.398%
Principal Funds Inc - Overseas 33,978,615 376,822,835 5.708%
Principal Diversified Internat 30,541,885 375,970,609 5.695%
Principal Bond Market Index Fu 31,581,021 351,180,951 5.319%
Principal Global Opportunities 26,340,876 319,778,233 4.844%
Principal LargeCap Value Fund 18,778,555 300,269,101 4.548%
Principal Diversified Real Ass 23,951,103 295,317,094 4.473%
Principal LargeCap Growth Fund 21,891,228 285,023,787 4.317%

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

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