Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2050 Instl (PHTUX)
15.45
+0.05
+(0.32%)
At close: 8:06:59 AM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
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 2050. 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 2050 |
| Fund Family | Principal Funds |
| Net Assets | 455.9M |
| YTD Return | -1.51% |
| Yield | 1.93% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2018 |
Performance & Risk
| YTD Return | -2.96% |
| 5y Average Return | 12.07% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
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