Principal LifeTime Hybrid 2015 Fund Institutional Class (PHTMX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 0.46% | 2.85% | -2.39% |
Year-to-Date | 0.09% | 2.12% | -2.03% |
1 Year | 2.92% | 0.00% | 2.92% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
12%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 12% 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)
99%
Return in excess of styles
(over past year)
-0.12%