Principal LifeTime 2020 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 3 2 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 10.65 25.21 -14.56
Stocks 42.65 0.67 41.98
Bonds 27.0 0.03 26.97
Other 1.81 0.5 1.31
Foreign Bonds 27.22 4.03 23.2
Foreign Stocks 20.87 0.19 20.67
Convertible 0.09 0.0 0.09
Preferred 0.34 0.0 0.34

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
Principal Bond & Mtg Securities Inst 9.47
Principal Core Plus Bond I Institutional 9.23
Principal LargeCap Growth I Inst 8.55
Principal Large Cap Value III Inst 7.11
Principal Bond Market Index Instl 6.86
Principal Overseas Instl 6.15
Principal Large Cap S&P 500 Index Inst 6.11
Principal Diversified Intl Inst 5.87
Principal Global Opportunities Instl 4.85
Principal LargeCap Value Inst 4.22

Bond Ratings (%)

Updated 05.31.2014

Sector PTBAX
AAA 57.87
AA 7.0
A 6.71
BBB 14.85
BB 3.88
B 5.1
Below B 3.01
Other 1.56