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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2020 Instl (PHTTX)

11.77
+0.04
+(0.34%)
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

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 2020. 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 2020
Fund Family Principal Funds
Net Assets 537.84M
YTD Return 0.60%
Yield 2.97%
Morningstar Rating
Inception Date Sep 30, 2014

Performance & Risk

YTD Return -0.26%
5y Average Return 6.49%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

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