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Principal LifeTime 2050 Institutional (PPLIX)
At close: June 21 at 8:01 PM EDT
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17.27 - YTD Return 7.47%
- Expense Ratio 1.23%
- Category Target-Date 2050
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 3.21B
- Beta (5Y Monthly) 1.32
- Yield 1.53%
- 5y Average Return --
- Holdings Turnover 10.60%
- Last Dividend 0.27
- Inception Date Nov 1, 2004
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 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 2050
Fund Category
3.21B
Net Assets
2004-11-01
Inception Date
Performance Overview: PPLIX
Trailing returns as of 6/21/2024. Category is Target-Date 2050.
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Holdings: PPLIX
Top 10 Holdings (86.24% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPPLIX
Technology 19.28%
Financial Services 17.61%
Industrials 13.92%
Healthcare 11.26%
Consumer Cyclical 10.59%
Communication Services 6.04%
Consumer Defensive 5.14%
Real Estate 5.09%
Energy 4.97%
Basic Materials 3.89%
Utilities 2.21%
Recent News: PPLIX
Research Reports: PPLIX
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