C
Principal LifeTime 2050 Fund Institutional Class PPLIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PPLIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info PPLIX-NASDAQ Click to
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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
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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
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Dividend Yield 1.46%
Dividend PPLIX-NASDAQ Click to
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Dividend Yield (Forward) 2.00%
Asset Allocation PPLIX-NASDAQ Click to
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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
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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
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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
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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
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Beta 1.07
Standard Deviation 15.92
Balance Sheet PPLIX-NASDAQ Click to
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Total Assets 3.27B
Operating Ratios PPLIX-NASDAQ Click to
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Expense Ratio 0.63%
Turnover Ratio 37.10%
Performance PPLIX-NASDAQ Click to
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Last Bull Market Total Return 13.68%
Last Bear Market Total Return -14.80%