Principal LifeTime 2050 FundPTEFX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.2B
Expense ratio
0.84%
1-year return
+15.5%
3 years, a year
+16.0%
5 years, a year
+7.6%
12-month yield
8.84%
Holdings
15
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 |
|---|---|
| LargeCap S&P 500 Index Fund | 25.84% |
| International Equity Fund | 24.60% |
| Equity Income Fund | 6.95% |
| Global Emerging Markets Fund | 6.75% |
| LargeCap Value Fund III | 6.31% |
| LargeCap Growth Fund I | 5.79% |
| Blue Chip Fund | 5.34% |
| Core Fixed Income Fund | 4.50% |
| SmallCap Fund | 4.17% |
| Real Estate Securities Fund | 2.52% |
More on PTEFX.
- PTEFX overview
- PTEFX holdings
- PTEFX risk
- PTEFX costs
- PTEFX money in and out
- PTEFX share classes
- Compare PTEFX 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.