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PPEAX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Principal LifeTime 2050 A (PPEAX) Ownership - Who owns Principal LifeTime 2050 A?

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

Profile

Category
Target-Date 2050
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
1.00
Min. Initial Investment
1000.00
Fund Existence
about 20 years
Turnover
37.10
Front Load
5.50
Net Assets
3333638000.00
Manager Tenure
N/A

Fundamentals

PPEAX
Net Assets
3.33B
Fund Existence
about 20 years
Turnover
37.10
Total Expense Ratio
1.00
Front Load
5.50%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2050
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
2.69B
Average Credit Quality
12
Average Effective Duration
4.37
Average Effective Maturity
6.18
Fund of Funds
Yes
Fund Share Class Net Assets
122M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
4.55
No Load Fund
No
Number of Long Holdings
16.00
Number of Net Holdings
16.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.62
Weighting Top Ten Holdings
92.07%
Gain YTD
8.798
Annual Yield % from dividends
1.07
Returns for 1 year
5.30
Returns for 3 years
27.82
Returns for 5 years
28.72
Returns for 10 years
41.12
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2050
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com