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Principal LifeTime 2020 Institutional (PLWIX)
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12.03 - YTD Return 3.50%
- Expense Ratio 0.91%
- Category Target-Date 2020
- Last Cap Gain 1.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 2.49B
- Beta (5Y Monthly) 0.84
- Yield 2.73%
- 5y Average Return --
- Holdings Turnover 9.80%
- Last Dividend 0.35
- 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 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
2.49B
Net Assets
2005-06-28
Inception Date
Performance Overview: PLWIX
Trailing returns as of 4/18/2024. Category is Target-Date 2020.
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Holdings: PLWIX
Top 10 Holdings (84.53% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLWIX
Technology 19.59%
Financial Services 17.07%
Industrials 13.88%
Healthcare 11.30%
Consumer Cyclical 11.24%
Communication Services 5.66%
Consumer Defensive 5.31%
Energy 4.95%
Real Estate 4.21%
Basic Materials 3.97%
Utilities 2.83%
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