Principal LifeTime Hybrid Income Fund Institutional Class (PHTFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.88% | 7.33% | -8.21% |
Year-to-Date | 2.63% | 7.92% | -5.30% |
1 Year | 6.95% | 0.00% | 6.95% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
8%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 8% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.00%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$0
Real cost (fees + lost compounding)
$0
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
0.22%