Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2020 Fund Class R-3 (PHWIX)
12.52
-0.18
(-1.42%)
At close: February 25 at 8:00:41 PM EST
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return | 11.95% |
| Worst 1Y Total Return | 11.95% |
| Best 3Y Total Return | 11.95% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PHWIX
Category
- YTD
- 0.89%
- 5.78%
- 1-Month
- -0.95%
- 0.81%
- 3-Month
- 3.46%
- 4.21%
- 1-Year
- 13.83%
- 18.91%
- 3-Year
- 0.00%
- 9.48%
- 5-Year
- 0.00%
- 8.82%
- 10-Year
- 0.00%
- 7.36%
- Last Bull Market
- 0.00%
- 14.92%
- Last Bear Market
- 0.00%
- -12.14%
Annual Total Return (%) History
Year
PHWIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -10.54% | 11.01% | 4.61% | 7.76% |
| 2019 | 2.91% | 0.88% | 4.33% | -- |
Rank in Category (By Total Return)
| YTD | 56 |
| 1-Month | 56 |
| 3-Month | 56 |
| 1-Year | 48 |
| 3-Year | 69 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 11.40% |
| 3-Year | 6.23% |
| 5-Year | 8.83% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | Principal Funds |
| Net Assets | 391M |
| YTD Return | 0.89% |
| Yield | 3.46% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2019 |
Fund Summary
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 2020. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds 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.
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