OST
Performance
HelpPortfolio Return | 34.38% | 52.95% | 72.83% |
Comparable Target-Date Fund [why this comparison?] |
30.96% Target-Date 2020 |
49.88% Target-Date 2030 |
74.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,422 (+3.42%) | +$3,063 (+3.06%) | -$1,258 (-1.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund R-3 Class | PLFMX | 14% | 36% | 67% |
Principal International Emerging Markets Fund R-3 Class | PEAPX | 4% | - | 7% |
Principal LifeTime 2035 Fund R-3 Class | LTAOX | 27% | 49% | - |
Principal LifeTime 2015 Fund R-3 Class | LTAPX | 16% | - | - |
Principal LifeTime 2025 Fund R-3 Class | LTVPX | 26% | 15% | - |
Principal Bond Market Index Fund R-3 Class | PBOIX | 5% | - | - |
Principal Government & High Quality Bond Fund R-3 Class | PRCMX | 8% | - | - |
Principal LargeCap Growth Fund I R-3 Class | PPUMX | - | - | 11% |
Principal SmallCap S&P 600 Index Fund R-3 Class | PSSMX | - | - | 7% |
Principal SmallCap Value Fund II R-3 Class | PJARX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |