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
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
- ADP Access Open Fund Architecture
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.
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 |
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 |
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