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Nasdaq - Delayed Quote USD

Principal LifeTime 2020 R4 (PTBSX)

12.94
+0.03
+(0.23%)
At close: November 22 at 8:00:58 PM EST
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  • Previous Close 12.91
  • YTD Return 7.14%
  • Expense Ratio 0.91%
  • Category Target-Date 2020
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.35B
  • Beta (5Y Monthly) 0.83
  • Yield 2.30%
  • 5y Average Return --
  • Holdings Turnover 9.80%
  • Last Dividend 0.30
  • Inception Date Mar 1, 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

2.35B

Net Assets

2001-03-01

Inception Date

More about Principal LifeTime 2020 R4

Performance Overview: PTBSX

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Trailing returns as of 11/21/2024. Category is Target-Date 2020.

YTD Return

PTBSX
7.14%
Category
5.78%
 

1-Year Return

PTBSX
18.11%
Category
18.91%
 

3-Year Return

PTBSX
0.89%
Category
9.48%
 

5-Year Return

PTBSX
5.13%
Category
8.82%
 

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Holdings: PTBSX

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Sector Weightings

SectorPTBSX
Technology   20.07%
Financial Services   18.43%
Industrials   11.28%
Healthcare   10.82%
Consumer Cyclical   10.75%
Communication Services   7.12%
Real Estate   7.00%
Consumer Defensive   4.60%
Energy   3.81%
Basic Materials   3.56%
Utilities   2.57%
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Recent News: PTBSX

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Research Reports: PTBSX

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