Principal LifeTime 2020 FundPTBAX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.8B
Expense ratio
0.80%
1-year return
+7.7%
3 years, a year
+9.3%
5 years, a year
+3.6%
12-month yield
9.26%
Holdings
18
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 |
|---|---|
| Core Fixed Income Fund | 32.39% |
| Short-Term Income Fund | 14.04% |
| LargeCap S&P 500 Index Fund | 11.18% |
| International Equity Fund | 10.68% |
| High Yield Fund | 5.90% |
| Inflation Protection Fund | 5.23% |
| Equity Income Fund | 3.01% |
| Global Emerging Markets Fund | 2.94% |
| LargeCap Value Fund III | 2.73% |
| LargeCap Growth Fund I | 2.50% |
More on PTBAX.
- PTBAX overview
- PTBAX holdings
- PTBAX risk
- PTBAX costs
- PTBAX money in and out
- PTBAX share classes
- Compare PTBAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.