Principal LifeTime 2055 Fund

Scorecard
4 / 5 Stars
Lipper
4 3 1 2 2
Zacks Investment Research
---
Standard & Poor's
1 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.64 5.85 -1.21
Stocks 60.66 0.42 60.24
Bonds 4.17 0.0 4.16
Other 0.98 0.17 0.81
Foreign Bonds 4.8 0.76 4.04
Foreign Stocks 30.84 0.12 30.72
Convertible 0.05 0.0 0.05
Preferred 1.19 0.0 1.18

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 13.88
Principal Large Cap Value III Inst 11.48
Principal Overseas Instl 9.94
Principal Diversified Intl Inst 9.1
Principal Large Cap S&P 500 Index Inst 8.2
Principal Global Opportunities Instl 6.69
Principal LargeCap Value Inst 6.42
Principal Global Real Estate Sec Inst 5.32
Principal Intl Emerging Markets Inst 4.39
Principal Large Cap Growth Inst 4.02

Bond Ratings (%)

Updated 05.31.2014

Sector LTFPX
AAA 38.59
AA 5.49
A 4.86
BBB 16.39
BB 13.08
B 13.67
Below B 5.79
Other 2.12

Target Date 2051+ Funds

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