PPEAX : Principal LifeTime 2050 Fund Class A

PPEAX is a Allocation Market Target-Date with MODERATE fees.

PPEAX

Principal LifeTime 2050 Fund Class A

FI Score

63 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

63% FI Score
  • ppeax
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime 2050 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why ยป

Fund 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" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2050. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Largest Holdings

Amount Holding
14.92% Principal Large Cap S&P 500 Index Inst
12.33% Principal LargeCap Growth I R6
11.04% Principal Diversified International R-6
9.83% Principal Overseas Instl
9.41% Principal Large Cap Value III Inst
6.28% Principal MidCap Growth III Inst
6.15% Principal Core Fixed Income R6
4.90% Principal MidCap Value I R-6
4.36% Principal Blue Chip R-6
3.39% Principal Origin Emerging Markets R6
3.19% Principal International Small CompanyR-6
3.13% Principal Equity Income Inst
2.60% Principal Bond Market Index Instl
2.52% Principal SmallCap Growth I R6
2.35% Principal Real Estate Securities Fd R-6
1.85% Principal High Income Inst
1.84% Principal SmallCap Value II R6

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