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Nasdaq - Delayed Quote USD

Principal LifeTime 2050 R4 (PTESX)

18.36
+0.08
+(0.44%)
At close: November 22 at 8:00:59 PM EST
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  • Previous Close 18.28
  • YTD Return 12.40%
  • Expense Ratio 1.04%
  • Category Target-Date 2050
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.47B
  • Beta (5Y Monthly) 1.29
  • Yield 1.18%
  • 5y Average Return --
  • Holdings Turnover 10.60%
  • Last Dividend 0.21
  • 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 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

3.47B

Net Assets

2005-06-28

Inception Date

More about Principal LifeTime 2050 R4

Performance Overview: PTESX

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Trailing returns as of 11/21/2024. Category is Target-Date 2050.

YTD Return

PTESX
12.40%
Category
11.99%
 

1-Year Return

PTESX
29.07%
Category
37.09%
 

3-Year Return

PTESX
3.23%
Category
13.69%
 

5-Year Return

PTESX
9.24%
Category
13.58%
 

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Holdings: PTESX

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Sector Weightings

SectorPTESX
Technology   20.47%
Financial Services   18.93%
Industrials   11.55%
Healthcare   11.09%
Consumer Cyclical   11.00%
Communication Services   7.28%
Real Estate   5.00%
Consumer Defensive   4.70%
Energy   3.83%
Basic Materials   3.61%
Utilities   2.52%
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Recent News: PTESX

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Research Reports: PTESX

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