fundvisualizer.com

Principal LifeTime 2025 InstitutionalLTSTX

Performance (before sales charge)

As of 03/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2024
Stock
34.79%
Non-U.S. Stock
16.66%
Bond
44.21%
Non-U.S. Bond
2.47%
Preferred
0.01%
Convertible
0.00%
Cash
1.61%
Other
0.26%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 03/31/2024

Principal Core Fixed Income R6
29.47%
Principal Diversified International R-6
8.32%
Principal Short-Term Income Inst
8.06%
Principal Blue Chip R-6
5.50%
Principal Large Cap S&P 500 Index Inst
5.43%
Principal LargeCap Growth I R6
5.40%
Principal High Income Inst
5.22%
Principal Large Cap Value III Inst
5.18%
Principal Equity Income Inst
5.09%
Principal Inflation Protection Inst
4.65%
Fund assets

$1.62 Billion

Share class

Inst

Morningstar category

Target-Date 2025

Expense ratio

0.56%

Investment objective

Asset Allocation

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