Principal Lifetime 2050 Fund Quote

PTERX Fund  USD 16.67  0.06  0.36%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Lifetime is trading at 16.67 as of the 21st of March 2025; that is 0.36% down since the beginning of the trading day. The fund's open price was 16.73. Principal Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund operates as a target date fund that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2050. Principal Fds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime 2050

Moving together with Principal Mutual Fund

  0.9SABPX Strategic Asset ManaPairCorr
  0.99SACAX Strategic Asset ManaPairCorr
  0.91SAGPX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2050 Funds, Target-Date 2050, Principal Funds (View all Sectors)
Update Date31st of March 2025
Principal Lifetime 2050 [PTERX] is traded in USA and was established 21st of March 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of Principal Funds family. This fund at this time has accumulated 2.38 B in assets with no minimum investment requirementsPrincipal Lifetime 2050 is currently producing year-to-date (YTD) return of 1.81% with the current yeild of 0.01%, while the total return for the last 3 years was 7.94%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime 2050 Mutual Fund Constituents

PCMSXPrincipal Midcap ValueMutual FundMid-Cap Value
PDIFXReal Estate DebtMutual FundForeign Large Blend
PEIIXEquity Income FundMutual FundLarge Value
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PGBHXBlue Chip FundMutual FundLarge Growth
PICNXIncome Fund R 6Mutual FundIntermediate Core Bond
PIIIXDiversified International FundMutual FundForeign Large Blend
PINZXOverseas Fund InstitutionalMutual FundForeign Large Value
More Details

Principal Lifetime 2050 Risk Profiles

Principal Lifetime Against Markets

Other Information on Investing in Principal Mutual Fund

Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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