Nasdaq - Delayed Quote USD

Principal LifeTime 2050 Institutional (PPLIX)

17.28 +0.04 (+0.23%)
At close: 6:46 PM EDT

Top 10 Holdings (86.21% of Total Assets)

SymbolCompany% Assets
PDIFX
Principal Diversified International R6 16.01%
PGBHX
Principal Blue Chip R6 10.27%
PLFIX
Principal Large Cap S&P 500 Index Inst 10.21%
PLCGX
Principal LargeCap Growth I R6 10.07%
PLVIX
Principal Large Cap Value III Inst 9.68%
PEIIX
Principal Equity Income Inst 9.54%
PINZX
Principal Overseas Fund 6.71%
PCMSX
Principal MidCap Value I R-6 6.08%
PPIMX
Principal MidCap Growth III Inst 3.91%
POEFX
Principal Origin Emerging Markets R6 3.73%
Get Quotes for Top Holdings

Sector Weightings

SectorPPLIX
Technology   19.27%
Financial Services   17.60%
Industrials   13.90%
Healthcare   11.25%
Consumer Cyclical   10.58%
Communication Services   6.05%
Consumer Defensive   5.15%
Real Estate   5.13%
Energy   4.97%
Basic Materials   3.89%
Utilities   2.20%

Overall Portfolio Composition (%)

Cash 1.19%
Stocks 95.18%
Bonds 3.24%
Others 0.39%
Preferred 0.01%
Convertible 0.00%

Bond Ratings

US Government 0.59%
AAA 39.43%
AA 1.45%
A 14.79%
BBB 19.88%
BB 6.65%
B 12.69%
Below B 4.79%
Other 0.32%

Equity Holdings

Average PPLIX Category Average
Price/Earnings 0.05 22.83
Price/Book 0.36 2.84
Price/Sales 0.48 2.1
Price/Cashflow 0.07 14.16
Median Market Cap 75,136.71 68,879.82
3 Year Earnings Growth 18.3 11.89

Bond Holdings

Average PPLIX Category Average
Maturity -- 7.99
Duration 4.19 6.63
Credit Quality -- --

Performance & Risk

YTD Return 8.16%
5y Average Return 9.56%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 3.21B
YTD Return 7.47%
Yield 1.53%
Morningstar Rating
Inception Date Jun 15, 2001

Fund Summary

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.

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