Principal LifeTime 2035 Fund Institutional Class (LTIUX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.73% | 2.51% | -0.78% |
Year-to-Date | 1.07% | 3.44% | -2.37% |
1 Year | 6.57% | 0.00% | 6.57% |
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%