Principal LifeTime 2045 Fund Institutional Class (LTRIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.02% | 9.20% | -5.17% |
Year-to-Date | 6.11% | 9.62% | -3.51% |
1 Year | 18.19% | 0.00% | 18.19% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
27%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 27% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.05%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$66
Real cost (fees + lost compounding)
$81
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-1.86%