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Principal Funds, Inc.- Principal Lifetime 2010 Fund (PTAJX)

10.87
-0.03
(-0.28%)
At close: May 30 at 8:01:23 PM EDT
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  • Previous Close 10.90
  • YTD Return 4.12%
  • Expense Ratio 0.89%
  • Category Target-Date 2000-2010
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 515.24M
  • Beta (5Y Monthly) 0.71
  • Yield 2.46%
  • 5y Average Return --
  • Holdings Turnover 26.70%
  • Last Dividend 0.08
  • Inception Date Jun 28, 2005

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 2010. 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 2000-2010

Fund Category

515.24M

Net Assets

2005-06-28

Inception Date

More about Principal Funds, Inc.- Principal Lifetime 2010 Fund

Performance Overview: PTAJX

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Trailing returns as of 5/12/2023. Category is Target-Date 2000-2010.

YTD Return

PTAJX
4.12%
Category
4.29%
 

1-Year Return

PTAJX
2.04%
Category
14.76%
 

3-Year Return

PTAJX
2.98%
Category
8.56%
 

5-Year Return

PTAJX
2.91%
Category
7.48%
 

Holdings: PTAJX

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Sector Weightings

SectorPTAJX
Technology   18.56%
Financial Services   16.34%
Industrials   12.64%
Healthcare   12.09%
Consumer Cyclical   11.20%
Consumer Defensive   6.13%
Communication Services   5.33%
Energy   5.07%
Real Estate   4.49%
Basic Materials   4.22%
Utilities   3.93%
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Recent News: PTAJX

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Research Reports: PTAJX

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