| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 38 Target Date 2000-2010 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.82 percent over the past year, 9.96 percent over the past three years, 3.37 percent over the past five years, and 5.43 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.7% |
| 1 Year | 12.8% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 5.4% |
Summary
The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund." It invests in underlying Principal Funds, Inc. ("PFI") domestic and foreign equity, real asset and alternative investments, and fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in the fund's name. The fund invests in PFI Institutional Class shares of underlying funds.
Fees
Fees are Below Average compared to funds in the same category.
Principal LifeTime 2010 Fund has an expense ratio of 0.37 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
