Target Date 2050+
Category |
Growth of 10k
02-04-10
Morningstar Moderate Target Risk
Target Date 2050+
| Top Decile Averge Return | -- | -- | -15.72 | 26.44 | -- | 9.34 | 16.14 | 9.70 | -34.70 | 39.91 | |
| Bottom Decile Average Return | -- | -- | -16.31 | 24.51 | 11.54 | 7.79 | 14.92 | 0.64 | -42.12 | 27.54 | |
| Total Return % | -- | -- | -16.09 | 25.73 | 12.60 | 8.76 | 15.51 | 5.94 | -38.86 | 32.20 | |
| +/-Morningstar Moderate Target Risk | -- | -- | -9.40 | 3.25 | 1.12 | 1.72 | 2.56 | -2.69 | -16.67 | 9.70 | |
| +/-Morningstar Lifetime Moderate 2050 | -- | -- | -2.09 | -10.51 | -4.96 | -2.49 | -3.77 | -4.41 | -2.37 | -2.15 | |
| Expense Ratio % | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.31 | |
| Income Ratio % | -- | 0.61 | 0.96 | -0.12 | 0.11 | 0.24 | 0.47 | 1.08 | 1.48 | 1.29 | |
| Turnover Ratio % | -- | 59 | 25 | 46 | 45 | 8 | 18 | 48 | 17 | 101 | |
| Net Assets $bil | -- | 0.00 | 0.00 | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 | 0.02 | 0.02 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| Principal LifeTime 2050 Instl | 1.27 | |
| Principal LifeTime 2050 R5 | 1.02 | |
| Principal LifeTime 2050 R4 | 0.89 | |
| Principal LifeTime 2050 | 0.88 | |
| Principal LifeTime 2050 | 0.88 | |
Largest Buys
| Value $mil | ||
|---|---|---|
| Microsoft Corporation | 1.5 | |
| ExxonMobil Corporation | 1.3 | |
| Procter & Gamble Company | 0.9 | |
| International Business Machines Corp | 0.8 | |
| Apple, Inc. | 0.8 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| ExxonMobil Corporation | 0.02 | |
| Hewlett-Packard Company | 0.01 | |
| Procter & Gamble Company | 0.01 | |
| Samsung Electronics | 0.01 | |
| International Business Machines Corp | 0.01 | |
Largest Sells
| Value $mil | ||
|---|---|---|
| Sanmina-SCI Corporation | -0.4 | |
| Coeur D'Alene Mines Corporation | -0.3 | |
| AutoNation, Inc. | -0.2 | |
| Union Pacific Corporation | -0.2 | |
| United Technologies | -0.2 | |