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Principal LifeTime 2020 Institutional (PLWIX)

12.51 +0.02 (+0.16%)
At close: 6:46 PM EDT
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  • Previous Close 12.49
  • YTD Return 3.33%
  • Expense Ratio 1.10%
  • Category Target-Date 2020
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.41B
  • Beta (5Y Monthly) 0.84
  • Yield 2.74%
  • 5y Average Return --
  • Holdings Turnover 9.80%
  • Last Dividend 0.35
  • Inception Date Jun 15, 2001

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 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.

Principal Funds

Fund Family

Target-Date 2020

Fund Category

2.41B

Net Assets

2001-06-15

Inception Date

More about Principal LifeTime 2020 Institutional

Performance Overview: PLWIX

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Trailing returns as of 6/26/2024. Category is Target-Date 2020.

YTD Return

PLWIX
3.33%
Category
5.78%
 

1-Year Return

PLWIX
11.62%
Category
18.91%
 

3-Year Return

PLWIX
0.91%
Category
9.48%
 

5-Year Return

PLWIX
5.98%
Category
8.82%
 

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Holdings: PLWIX

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Top 10 Holdings (84.71% of Total Assets)

SymbolCompany% Assets
PICNX
Principal Core Fixed Income 30.93%
PSHIX
Principal Short-Term Income Inst 12.85%
PDIFX
Principal Diversified International R6 7.12%
PYHIX
Principal High Income Inst 6.08%
PIPIX
Principal Inflation Protection Fund 5.35%
PLFIX
Principal Large Cap S&P 500 Index Inst 4.70%
PGBHX
Principal Blue Chip R6 4.60%
PLCGX
Principal LargeCap Growth I R6 4.51%
PLVIX
Principal Large Cap Value III Inst 4.32%
PEIIX
Principal Equity Income Inst 4.25%

Sector Weightings

SectorPLWIX
Technology   19.21%
Financial Services   17.32%
Industrials   14.17%
Healthcare   11.22%
Consumer Cyclical   10.48%
Communication Services   6.00%
Energy   5.46%
Consumer Defensive   5.16%
Basic Materials   4.13%
Real Estate   3.94%
Utilities   2.92%
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Recent News: PLWIX

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Research Reports: PLWIX

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