Principal LifeTime Hybrid 2020 FundPLTTX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Target-date
Net assets
$667.3M
Expense ratio
0.31%
1-year return
+14.8%
3 years, a year
+10.1%
5 years, a year
+4.8%
Holdings
12

What it aims to do.

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

Top 10 holdings.

Holding% of fund
Bond Market Index Fund32.48%
LargeCap S&P 500 Index Fund21.71%
Short-Term Income Fund14.02%
International Equity Fund10.63%
High Yield Fund5.89%
Inflation Protection Fund5.24%
Global Emerging Markets Fund2.92%
SmallCap S&P 600 Index Fund2.02%
MidCap S&P 400 Index Fund1.95%
Real Estate Securities Fund1.85%

More on PLTTX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.