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Principal LifeTime Strategic Inc Instl (PLSIX)
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11.85 - YTD Return 7.16%
- Expense Ratio 0.50%
- Category Target-Date Retirement
- Last Cap Gain --
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 806.89M
- Beta (5Y Monthly) 0.73
- Yield 2.42%
- 5y Average Return --
- Holdings Turnover 11.80%
- Last Dividend 0.28
- Inception Date Mar 1, 2001
The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). 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. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.
Principal Funds
Fund Family
Target-Date Retirement
Fund Category
806.89M
Net Assets
2001-03-01
Inception Date
Performance Overview: PLSIX
View MoreTrailing returns as of 9/27/2024. Category is Target-Date Retirement.
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PLTZX Principal LifeTime 2060 Institutional
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PLFIX Principal Large Cap S&P 500 Index Inst
28.29
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LTIUX Principal LifeTime 2035 Fund
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PVMIX Principal MidCap Value I Inst
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LTINX Principal LifeTime 2015 Fund
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LTSTX Principal LifeTime 2025 Fund
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LTFIX Principal LifeTime 2055 Fund
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LTRIX Principal LifeTime 2045 Fund
15.36
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MPSIX Principal MidCap S&P 400 Index Inst
24.94
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PSSIX Principal SmallCap S&P 600 Index Inst
28.16
+0.75%
PGRTX Principal SmallCap Growth I Instl
15.92
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Holdings: PLSIX
View MoreTop 10 Holdings (90.01% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLSIX
Technology 20.17%
Financial Services 18.16%
Industrials 12.36%
Healthcare 11.29%
Consumer Cyclical 10.41%
Communication Services 6.47%
Consumer Defensive 4.85%
Energy 4.74%
Real Estate 4.30%
Basic Materials 3.97%
Utilities 3.30%
Recent News: PLSIX
View MoreResearch Reports: PLSIX
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