Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2015 Instl (PHTMX)
11.39
+0.03
+(0.26%)
As of 8:06:59 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
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 2015. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | Principal Funds |
| Net Assets | 362.06M |
| YTD Return | 0.97% |
| Yield | 2.99% |
| Morningstar Rating | |
| Inception Date | Aug 24, 2015 |
Performance & Risk
| YTD Return | 0.26% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
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