PTCPX – Principal LifeTime 2030 R5 Investment Strategy | Morningstar

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Strategy

The investment seeks a total return consisting of long-term growth of capital and current income. 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 2030. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PMTIX	Principal LifeTime 2030 Fund Institutional Class	Institutional	Open			Mar 1, 2001	$2.74B	0.510%	Above Average	$0	−$965.28M
PTCAX	Principal LifeTime 2030 Fund Class A	Front Load	Open			Jun 28, 2005	$134.21M	0.820%	Average	$1,000	−$10.51M
PTCPX	Principal LifeTime 2030 Fund R-5 Class	Retirement, Large	Open			Mar 1, 2001	$171.71M	0.760%	High	$0	−$24.44M
PTCMX	Principal LifeTime 2030 Fund R-3 Class	Retirement, Medium	Open			Mar 1, 2001	$113.52M	1.070%	Above Average	$0	−$33.23M
PLTJX	Principal LifeTime 2030 Fund Class J	Retirement, Medium	Open			Jun 15, 2001	$1.07B	0.670%	Low	$1,000	−$90.72M

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