Principal LifeTime Hybrid 2050 Fund Institutional Class
PHTUX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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Company Information
Provider
Principal Funds
Manager/Tenure
(Years)
(Years)
James W. Fennessey (10), Randy L. Welch (10), Scott W. Smith (7), 3 others
Website
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Address
1290 Broadway, Suite 1100
Denver - CO 80203
Denver - CO 80203
Country
United States
Phone Number
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Investment Strategy
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 Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.