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Principal Lifetime 2020 Fund Institutional Class (PLWIX)

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13.04 +0.03    +0.23%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.4B
Principal LifeTime 2020 Institutional 13.04 +0.03 +0.23%

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 Change8.31%
Prev. Close13.01
Risk Rating
TTM Yield2.64%
ROE23.81%
IssuerN/A
Turnover13.70%
ROA10.17%
Inception Date36951
Total Assets1.4B
Expenses0.01%
Min. InvestmentN/A
Market Cap100.49B
CategoryTarget - Date 2020
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Principal Lifetime 2020 Fund Institutional Class Analysis


Performance

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Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 1012 1186 1038 1308 1711
Fund Return 7.42% 1.18% 18.57% 1.26% 5.52% 5.52%
Place in category 91 62 92 67 41 28
% in Category 67 43 61 56 34 47

Top Bond Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime 2030 Institution 3.9B 8.90 1.70 6.67
  Principal LifeTime 2040 Institution 3.49B 11.17 2.80 7.73
  Principal Short-Term Income Inst 2.85B 4.43 2.04 2.09
  Principal LifeTime 2050 Institution 2.75B 12.80 3.64 8.39
  Principal Inflation Protection Inst 2.19B 2.87 -1.73 1.86

Top Funds for Target-Date 2020 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2020 Inv 36.73B 7.44 1.45 5.63
  The Vanguard Target Retire 2020 Tr1 30.58B 7.45 1.47 5.70
  The Vanguard Target Retire 2020 Tr2 30.58B 7.45 1.46 5.68
  Vanguard Target Retire Trust Plus20 30.58B 7.47 1.49 5.71
  American Funds 2020 Trgt Date RetR6 10.28B 9.13 2.95 6.05

Top Holdings

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 31.51 - -
Principal Short-Term Income Inst - 13.02 - -
Principal Diversified International R6 - 9.87 - -
Principal Large Cap S&P 500 Index Inst - 5.32 - -
Principal Blue Chip R6 - 5.13 - -

Technical Summary

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