Principal LifeTime 2025 Fund

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

U.S. News evaluated 47 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.10 percent over the past year, 9.52 percent over the past three years, and 13.84 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.1%
1 Year 17.1%
3 Years (Annualized) 9.5%
5 Years (Annualized) 13.8%
10 Years (Annualized) N/A

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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. Within 10 to 15 years after its target year, the fund's underlying fund allocation is expected to match that of the Principal LifeTime Strategic Income Fund.

Fees

Fees are Above Average compared to funds in the same category.
Principal LifeTime 2025 Fund has an expense ratio of 0.41 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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