Principal LifeTime 2050 Fund Institutional Class
PPLIX
NASDAQ
Weiss Ratings | PPLIX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | PPLIX-NASDAQ | Click to Compare |
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Provider | Principal Funds | |||
Manager/Tenure (Years) | James W. Fennessey (18), Randy L. Welch (18), Scott W. Smith (8), 3 others | |||
Website | -- | |||
Fund Information | PPLIX-NASDAQ | Click to Compare |
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Fund Name | Principal LifeTime 2050 Fund Institutional Class | |||
Category | Target-Date 2050 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Mar 01, 2001 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | PPLIX-NASDAQ | Click to Compare |
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Dividend Yield | 1.46% | |||
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Dividend Yield (Forward) | 2.00% | |||
Asset Allocation | PPLIX-NASDAQ | Click to Compare |
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Cash | 1.57% | |||
Stock | 93.03% | |||
U.S. Stock | 65.31% | |||
Non-U.S. Stock | 27.72% | |||
Bond | 5.35% | |||
U.S. Bond | 5.05% | |||
Non-U.S. Bond | 0.30% | |||
Preferred | 0.03% | |||
Convertible | 0.00% | |||
Other Net | 0.02% | |||
Price History | PPLIX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.77% | |||
30-Day Total Return | 3.37% | |||
60-Day Total Return | 8.56% | |||
90-Day Total Return | 3.31% | |||
Year to Date Total Return | 4.72% | |||
1-Year Total Return | 10.45% | |||
2-Year Total Return | 31.51% | |||
3-Year Total Return | 35.04% | |||
5-Year Total Return | 65.35% | |||
Price | PPLIX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | PPLIX-NASDAQ | Click to Compare |
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Nav | $17.74 | |||
1-Month Low NAV | $17.01 | |||
1-Month High NAV | $17.79 | |||
52-Week Low NAV | $15.05 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $18.88 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | PPLIX-NASDAQ | Click to Compare |
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Beta | 1.07 | |||
Standard Deviation | 15.92 | |||
Balance Sheet | PPLIX-NASDAQ | Click to Compare |
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Total Assets | 3.27B | |||
Operating Ratios | PPLIX-NASDAQ | Click to Compare |
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Expense Ratio | 0.63% | |||
Turnover Ratio | 37.10% | |||
Performance | PPLIX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.68% | |||
Last Bear Market Total Return | -14.80% | |||