fundvisualizer.com

Principal LifeTime Hybrid 2030 R6PLZTX

Performance (before sales charge)

As of 08/31/2024

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 08/31/2024
Stock
43.02%
Non-U.S. Stock
15.95%
Bond
36.32%
Non-U.S. Bond
3.28%
Preferred
0.01%
Convertible
0.00%
Cash
1.08%
Other
0.34%

Due to rounding, percentages may not equal 100%.

Sectors

As of 08/31/2024

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 08/31/2024

Principal Large Cap S&P 500 Index Inst
34.22%
Principal Bond Market Index Instl
31.13%
Principal Diversified International R6
14.22%
Principal High Income Inst
4.43%
Principal MidCap S&P 400 Index R6
3.40%
Principal SmallCap S&P 600 Index R6
2.56%
Principal Short-Term Income Inst
2.51%
Principal Real Estate Securities Fd R6
2.40%
Principal Inflation Protection Inst
1.72%
Principal International Small Company R6
1.41%
Fund assets

$966.28 Million

Share class

Retirement

Morningstar category

Target-Date 2030

Expense ratio

0.33%

Investment objective

Asset Allocation

Documents