Principal LifeTime 2025 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.67 21.15 -11.48
Stocks 45.74 0.7 45.04
Bonds 22.32 0.03 22.29
Other 1.66 0.44 1.22
Foreign Bonds 22.55 3.4 19.16
Foreign Stocks 22.39 0.2 22.19
Convertible 0.09 0.0 0.09
Preferred 1.49 0.0 1.49

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
Principal LargeCap Growth I Inst 9.35
Principal Large Cap Value III Inst 8.12
Principal Bond & Mtg Securities Inst 7.46
Principal Core Plus Bond I Institutional 7.36
Principal Overseas Instl 6.76
Principal Large Cap S&P 500 Index Inst 6.6
Principal Diversified Intl Inst 6.41
Principal Bond Market Index Instl 6.38
Principal Global Opportunities Instl 5.06
Principal LargeCap Value Inst 4.9

Bond Ratings (%)

Updated 05.31.2014

Sector LTSTX
AAA 57.87
AA 6.59
A 6.41
BBB 15.27
BB 4.45
B 5.02
Below B 2.88
Other 1.52