| Amount | Holding |
|---|---|
| 21.01% | Principal Core Fixed Income R6 |
| 12.02% | Principal Bond Market Index Instl |
| 9.97% | Principal Short-Term Income Inst |
| 8.76% | Principal Large Cap S&P 500 Index Inst |
| 6.32% | Principal Diversified International R-6 |
| 5.61% | Principal Overseas Instl |
| 5.16% | Principal LargeCap Growth I R6 |
| 5.08% | Principal Blue Chip R-6 |
| 4.50% | Principal High Income Inst |
| 4.13% | Principal Inflation Protection Inst |
| 3.43% | Principal MidCap R-6 |
| 3.22% | Principal Equity Income Inst |
| 3.18% | Principal Large Cap Value III Inst |
| 2.17% | Principal MidCap Value I R-6 |
| 1.74% | Principal International Small CompanyR-6 |
| 1.51% | Principal Diversified Real Asset R6 |
| 1.34% | Principal SmallCap Growth I R6 |
| 0.87% | Principal SmallCap Value II R6 |
Expense Ratio Rating
6 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$PTBAX Alternatives
65%
FI Score
- ptbax
- Mutual Fund
- Allocation
- Target-Date
Principal LifeTime 2020 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