Principal LifeTime 2050 Fund R-5 Class (PTEFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.92% | 2.51% | 0.40% |
Year-to-Date | 2.40% | 3.44% | -1.05% |
1 Year | 10.10% | 0.00% | 10.10% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
29%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 29% 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)
100%
Return in excess of styles
(over past year)
-3.92%