• 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

14.82 USD 0.01 0.07%

As of 09:29:30 ET on 07/11/2014.

Snapshot for Principal LifeTime 2020 Fund (PLFJX)

Year To Date: +4.66% 3-Month: +4.81% 3-Year: +9.05% 52-Week Range: 13.19 - 14.95
1-Month: +0.68% 1-Year: +12.60% 5-Year: +13.97% Beta vs RAY: 0.74

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  • PLFJX:US 14.82
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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 2014-07-11) 14.82
Assets (M) (on 2014-07-11) 6,881.62
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) 2.59

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: 05/31/2014
Name Position Value % of Total
Principal Bond & Mortgage Secu 58,602,290 644,625,188 9.470%
Principal Investors Fund Inc - 56,327,997 628,620,446 9.235%
Principal LargeCap Growth Fund 45,459,037 581,875,678 8.548%
Principal LargeCap Value Fund 32,076,663 484,036,841 7.111%
Principal Bond Market Index Fu 42,743,353 467,184,843 6.863%
Principal Funds Inc - Overseas 34,226,950 418,595,601 6.149%
Principal LargeCap S&P 500 Ind 30,588,233 415,694,093 6.107%
Principal Diversified Internat 32,680,962 399,361,360 5.867%
Principal Global Opportunities 25,616,801 330,456,735 4.855%
Principal LargeCap Value Fund 21,460,744 287,359,368 4.221%

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

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