Principal LifeTime 2030 FundPTCPX
Type
Mutual fund
Peer group
Target-date
Net assets
$4.7B
Expense ratio
0.76%
1-year return
+10.0%
3 years, a year
+11.4%
5 years, a year
+4.7%
12-month yield
8.94%
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 | 28.11% |
| LargeCap S&P 500 Index Fund | 15.65% |
| International Equity Fund | 14.82% |
| Short-Term Income Fund | 5.63% |
| High Yield Fund | 4.58% |
| Equity Income Fund | 4.15% |
| Global Emerging Markets Fund | 4.06% |
| Inflation Protection Fund | 3.87% |
| LargeCap Value Fund III | 3.76% |
| LargeCap Growth Fund I | 3.45% |
More on PTCPX.
- PTCPX overview
- PTCPX holdings
- PTCPX risk
- PTCPX costs
- PTCPX money in and out
- PTCPX share classes
- Compare PTCPX 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.