Principal LifeTime 2025 Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 7.66 28.71 -21.05
Stocks 48.35 0.46 47.89
Bonds 22.62 0.1 22.52
Other 1.44 0.07 1.37
Foreign Bonds 29.94 3.92 26.02
Foreign Stocks 22.31 0.51 21.8
Convertible 0.1 0.0 0.1
Preferred 1.35 0.0 1.35

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 10.72
Principal Large Cap Value III Inst 8.35
Principal Large Cap S&P 500 Index Inst 7.0
Principal Bond & Mtg Securities Inst 6.85
Principal Core Plus Bond I Institutional 6.78
Principal Overseas Instl 6.57
Principal Diversified Intl Inst 6.29
Principal Bond Market Index Instl 6.23
Principal Large Cap Value Inst 5.09
Principal Global Opportunities Instl 4.99

Bond Ratings (%)

Updated 01.31.2014

Sector LTSNX
AAA 62.68
AA 7.72
A 5.55
BBB 11.38
BB 4.42
B 4.6
Below B 2.92
Other 0.72