Principal:LT 2020;Inst (PLWIX.O)

At A Glance

You hold PLWIX.O in 0 portfolios

Net Asset Value

14.69USD

 -0.03 -0.20%

08/01/2014

Category
Mixed Equity
YTD Return (Cumulative)
 3.45%
Classification
Mix-Asst Targ 2020
5 Year Return (Annualized)
 13.81%
Manager Benchmark
Lipper M-A Tgt 2020 IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 PLWIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPrincipal Investors
Inception Date03/01/2001
Portfolio Turnover26%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Principal Management Corporation
711 High Street
Des Moines, IA 50392-0280

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.04%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return consisting of long-term growth of capital and current income though investing in shares of other Principal Investors Underlying Funds. The underlying funds are intended to give the Fund broad exposure to the domestic and foreign equity and fixed-income markets.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
165
Consistent Return
 
165
Capital Preservation
 
3502
Low Expense
 
92
Tax Efficiency (U.S. only)
 
165

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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