Principal LifeTime 2020 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 8.58 36.1 -27.52
Stocks 45.63 0.45 45.19
Bonds 27.22 0.1 27.12
Other 1.44 0.09 1.35
Foreign Bonds 37.76 4.77 32.99
Foreign Stocks 20.93 0.49 20.44
Convertible 0.09 0.0 0.09
Preferred 0.35 0.0 0.34

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
Principal LargeCap Growth I Inst 9.7
Principal Bond & Mtg Securities Inst 8.88
Principal Core Plus Bond I Institutional 8.87
Principal Large Cap Value III Inst 7.2
Principal Bond Market Index Instl 7.05
Principal Large Cap S&P 500 Index Inst 6.75
Principal Overseas Instl 5.96
Principal Diversified Intl Inst 5.75
Principal Global Opportunities Instl 4.78
Principal Large Cap Value Inst 4.45

Bond Ratings (%)

Updated 01.31.2014

Sector PTBAX
AAA 63.92
AA 7.93
A 5.54
BBB 10.79
BB 3.79
B 4.37
Below B 2.92
Other 0.74