Principal LifeTime 2035 R5
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
Phone: 800-547-7754
| Category: | Target Date 2031-2035 | | Fund Family: | Principal Funds | | Net Assets: | 19.44M | | Year-to-Date Return: | -3.43% | | Yield: | 1.86% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
|
Dirk Laschanzky
Lead Manager since
29-Feb-08 | | | Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, he was a portfolio manager and analyst for over seven years at AMR Investment Services. Laschanzky holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks a total return consisting of long-term growth of capital and current income. The fund invests in underlying Principal domestic and foreign equity, hybrid, and fixed-income funds according to an asset allocation strategy designed for investors having an investment time horizon comparable to that of the fund. It allocates the assets more conservatively over time. The fund may invest in any of the Institutional Class shares of the equity funds or fixed-income funds of Principal Funds, at the sub-advisors discretion. |
| Last Dividend
(31-Dec-09):
| 0.15 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 34.04% |
|
| Expense | LTPEX | Category
Avg | | Total Expense Ratio: | 1.09%
| 0.56% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 5.18% | | Max Deferred Sales Load: | %
| 1.92% | | 3 Yr Expense Projection*: |
$395 | $756 | | 5 Yr Expense Projection*: |
$692 | $1,173 | | 10 Yr Expense Projection*: |
$1,538 | $2,231 |
|
|
0.11 (1.37%)
