Principal LifeTime 2020 Fund Institutional Class (PLWIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.33% | 3.92% | -2.59% |
Year-to-Date | 1.25% | 3.27% | -2.02% |
1 Year | 3.40% | 0.00% | 3.40% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
15%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 15% 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)
99%
Return in excess of styles
(over past year)
-0.46%