Principal LifeTime 2035 Fund Institutional Class (LTIUX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.45% | 4.14% | -1.68% |
Year-to-Date | 2.71% | 6.20% | -3.50% |
1 Year | 7.75% | 0.00% | 7.75% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
23%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 23% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.04%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$53
Real cost (fees + lost compounding)
$65
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-1.72%