Principal LifeTime 2010 Fund R-5 Class

 (MUTF:PTAPX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.08%
   
1 week   +0.46%
   
4 week   +1.40%
   
3 month   +3.64%
   
YTD   +2.67%
   
1 year   +11.00%
   
3 years*   +3.42%
   
5 years*   +5.46%
   
*annualized
Best 3 month return+19.32%  
Worst 3 month return-26.08%  

Morningstar statistics

Morningstar category: Target-Date 2000-2010
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years Below Average Above Average
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.13B 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyPrincipal Funds 

Asset allocation

Cash4.56%  
Stocks38.87%  
Bonds54.13%  
Preferred0.52%  
Convertible0.22%  
Other1.70%  

Purchase information

Initial$0  
13.08+0.01(0.08%)
Feb 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2010. It is a fund of funds and invests in PFI Institutional Class shares which consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Fund filings (PDF) »
Asset managers:
Randy Welch (Started: Jun 1, 2007)
James Fennessey (Started: Jun 1, 2007)
Matthew Annenberg (Started: Mar 1, 2013)
Jeffrey Tyler (Started: Mar 1, 2011)
Advisor Company:
Principal Management Corp
Fund family reports on Morningstar »
Principal Funds, 30 Dan Road, Des Moines, IA 50392, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.98 -0.12 0.22 -1.99
Beta* 0.71 0.75 0.76 1.01
Mean annual return 0.71 0.30 0.46 0.31
R-squared* 94.15 95.56 96.28 95.16
Standard deviation 4.00 5.04 5.13 10.28
Sharpe ratio 2.03 0.69 1.06 0.30
* Against standard index

Top 10 holdings