Principal LifeTime 2025 Fund R-5 Class (LTPDX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.68% | 4.25% | -2.57% |
Year-to-Date | 1.78% | 3.59% | -1.81% |
1 Year | 6.04% | 0.00% | 6.04% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
18%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 18% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.29%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$378
Real cost (fees + lost compounding)
$466
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-1.02%