Nasdaq - Delayed Quote USD

Principal LifeTime 2035 Institutional (LTIUX)

12.52 +0.07 (+0.56%)
At close: 8:00 PM EDT

Top 10 Holdings (86.01% of Total Assets)

SymbolCompany% Assets
PICNX
Principal Core Fixed Income 25.08%
PDIFX
Principal Diversified International R-6 11.33%
PGBHX
Principal Blue Chip Fund 7.49%
PLFIX
Principal Large Cap S&P 500 Index Inst 7.39%
PLCGX
Principal LargeCap Growth I R6 7.35%
PLVIX
Principal Large Cap Value III Inst 7.05%
PEIIX
Principal Equity Income Inst 6.94%
PINZX
Principal Overseas Fund 4.69%
PCMSX
Principal MidCap Value I R-6 4.48%
PYHIX
Principal High Income Inst 4.21%
Get Quotes for Top Holdings

Sector Weightings

SectorLTIUX
Technology   19.43%
Financial Services   17.28%
Industrials   13.63%
Consumer Cyclical   11.16%
Healthcare   11.06%
Real Estate   6.21%
Communication Services   5.72%
Consumer Defensive   5.06%
Energy   4.61%
Basic Materials   3.82%
Utilities   2.02%

Overall Portfolio Composition (%)

Cash 1.00%
Stocks 69.63%
Bonds 29.05%
Others 0.31%
Preferred 0.01%
Convertible 0.00%

Bond Ratings

US Government 5.58%
AAA 45.02%
AA 1.37%
A 16.78%
BBB 22.70%
BB 3.98%
B 6.97%
Below B 3.03%
Other 0.14%

Equity Holdings

Average LTIUX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.35 2.93
Price/Sales 0.47 2.15
Price/Cashflow 0.07 14.21
Median Market Cap 74,266.91 73,415.04
3 Year Earnings Growth 18 12.26

Bond Holdings

Average LTIUX Category Average
Maturity 9.08 8.06
Duration 3.85 6.61
Credit Quality -- --

Performance & Risk

YTD Return 2.13%
5y Average Return 7.12%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Principal Funds
Net Assets 1.92B
YTD Return 5.41%
Yield 2.04%
Morningstar Rating
Inception Date Feb 29, 2008

Fund Summary

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 2035. 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.

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