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Principal Lifetime 2030 Fund Institutional Class (PMTIX)

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14.72 +0.02    +0.14%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 3.85B
Principal LifeTime 2030 Institutional 14.72 +0.02 +0.14%

PMTIX Overview

 
Find basic information about the Principal Lifetime 2030 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 PMTIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.87%
Prev. Close14.7
Risk Rating
TTM Yield2.16%
ROE23.80%
IssuerPrincipal Funds
Turnover23.60%
ROA10.09%
Inception Date36951
Total Assets3.85B
Expenses0.01%
Min. InvestmentN/A
Market Cap100.73B
CategoryTarget - Date 2030
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Principal Lifetime 2030 Fund Institutional Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1059 1222 1112 1457 1981
Fund Return 11.2% 5.94% 22.22% 3.61% 7.81% 7.07%
Place in category 160 72 126 119 67 42
% in Category 79 35 59 65 46 49

Top Bond Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime 2040 Institution 3.44B 13.60 4.99 8.16
  Principal LifeTime 2050 Institution 2.69B 15.18 5.98 8.83
  Principal Short-Term Income Inst 2.86B 5.05 2.11 2.18
  Principal Bond Market Index Instl 2.2B 4.48 -1.51 1.62
  Principal High Yield Fund I Inst 598.47M 7.50 2.89 4.05

Top Funds for Target-Date 2030 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2030 Tr1 105.42B 12.56 4.48 7.44
  The Vanguard Target Retire 2030 Tr2 105.42B 12.54 4.46 7.42
  Vanguard Target Retire Trust Plus30 105.42B 12.56 4.49 7.45
  Vanguard Target Retirement 2030 Inv 99.06B 12.54 4.40 7.35
  American Funds 2030 Trgt Date RetR6 34.82B 12.58 5.03 8.01

Top Holdings

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 30.77 - -
Principal Diversified International R6 - 13.74 - -
Principal Large Cap S&P 500 Index Inst - 7.25 - -
Principal Blue Chip R6 - 7.12 - -
Principal LargeCap Growth I R6 - 7.06 - -

Technical Summary

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