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PLFJX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal LifeTime 2020 J (PLFJX) Ownership - Who owns Principal LifeTime 2020 J?

The investment seeks a total return consisting of long-term growth of capital and current income... Show more

Profile

Category
Target-Date 2020
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Balanced Funds
Category
Target Date 2016-2020
Total Expense Ratio
0.71
Min. Initial Investment
1000.00
Fund Existence
almost 24 years
Turnover
27.40
Front Load
N/A
Net Assets
2069648500.00
Manager Tenure
N/A

Fundamentals

PLFJX
Net Assets
2.07B
Fund Existence
almost 24 years
Turnover
27.40
Total Expense Ratio
0.71
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2020
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.71
Assets in Top Ten Holdings
2.08B
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
6.57
Fund of Funds
Yes
Fund Share Class Net Assets
631M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
4.90
No Load Fund
No
Number of Long Holdings
19.00
Number of Net Holdings
20.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.53
Weighting Top Ten Holdings
91.08%
Gain YTD
0.421
Annual Yield % from dividends
2.82
Returns for 1 year
1.86
Returns for 3 years
0.61
Returns for 5 years
4.42
Returns for 10 years
2.71
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2020
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com