PPEAX Mutual Fund
PPEAX Mutual Fund
PPEAX Mutual Fund
Principal LifeTime 2050 Fund Class A
PPEAX Mutual Fund Overview
PPEAX Mutual Fund (Principal LifeTime 2050 Fund Class A) is managed by Principal Funds with $138.6M in net assets. PPEAX expense ratio is 0.96%, holding 15 positions across various sectors. Inception date: 2005-06-28.
PPEAX performance shows a YTD return of 7.73%. The 1-year return is 16.26% and the 5-year return is 7.56%. PPEAX dividend yield stands at 8.77%, paid annually.
PPEAX top holdings include Largecap S&p 500 Index Fund (25.9%), International Equity Fund (25.4%), Equity Income Fund (6.9%), Largecap Value Fund Iii (6.3%), Largecap Growth Fund I (6.2%). Go to all PPEAX holdings, PPEAX sectors, or PPEAX dividends.
PPEAX can be compared against other funds. Use PPEAX overlap to find shared positions, or PPEAX vs another fund for a side-by-side view. PPEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.