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Principal Lifetime 2020 Fund Institutional Class (PLWIX)

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12.15 0.00    0%
24/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.45B
Principal LifeTime 2020 Institutional 12.15 0.00 0%

PLWIX Overview

 
Find basic information about the Principal Lifetime 2020 Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PLWIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.4%
Prev. Close12.15
Risk Rating
TTM Yield2.73%
ROE22.81%
IssuerN/A
Turnover9.80%
ROA9.08%
Inception Date36951
Total Assets1.45B
Expenses0.01%
Min. InvestmentN/A
Market Cap72.39B
CategoryTarget - Date 2020
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Principal Lifetime 2020 Fund Institutional Class Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1035 1035 1114 1067 1335 1705
Fund Return 3.5% 3.5% 11.42% 2.19% 5.95% 5.48%
Place in category 41 41 26 46 24 25
% in Category 36 36 27 37 22 45

Top Bond Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime 2030 Institution 3.73B 4.60 3.09 6.64
  Principal High Yield Fund I Inst 3.52B 1.69 2.13 3.49
  Principal LifeTime 2040 Institution 3.22B 6.37 4.46 7.69
  Principal LifeTime 2050 Institution 2.48B 7.65 5.48 8.33
  Principal Short-Term Income Inst 2.47B 1.04 0.95 1.86

Top Funds for Target-Date 2020 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2020 Inv 38.37B 2.83 1.98 5.63
  The Vanguard Target Retire 2020 Tr1 31.89B 2.84 2.03 5.70
  The Vanguard Target Retire 2020 Tr2 31.89B 2.83 2.02 5.68
  Vanguard Target Retire Trust Plus20 31.89B 2.84 2.04 5.71
  American Funds 2020 Trgt Date RetR6 10.24B 3.38 3.17 5.95

Top Holdings

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 30.78 - -
Principal Short-Term Income Inst - 12.18 - -
Principal Diversified International R-6 - 7.16 - -
Principal High Income Inst - 5.89 - -
Principal Inflation Protection Inst - 5.25 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Sell Sell
Technical Indicators Strong Sell BUY Strong Buy
Summary Neutral Neutral Neutral
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