|711 High St , Des Moines, IA 50392|
|Fund Manager||Team Managed|
The Fund 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 the Funds name. The Fund is a fund of funds that invests in underlying funds of Principal Funds, Inc. (PFI), with a majority of the Fund's assets invested in index funds. 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. The asset class diversification of the Fund is designed to moderate overall price volatility. The Fund may add, remove, or substitute underlying funds at any time.The Fund is managed with strategic or long-term asset class targets and target ranges. There is a rebalancing strategy that aligns with the target weights to identify asset classes that are either overweight or underweight. The Fund may shift asset class targets in response to normal evaluative processes, the shortening time horizon of the Fund or changes in market forces or Fund circumstances.
|Asset Type||% Of Allocation|
|Total Net Assets||9.75 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|PMFMX||PRINCIPAL MIDCAP S&P 400 IDX||9.96%|
|PSSMX||PRINCIPAL SMALLCAP S&P 600 ID||5.01%|
|PLFMX||PRINCIPAL LARGECAP S&P 500||46.36%|
|PBOIX||PRINCIPAL BOND MKT INDEX FD||3.59%|
|POEYX||PRINCIPAL ORIGIN EMER MARKETS||3.29%|
|PICAX||PRINCIPAL INTL SMALL COMPANY||3.22%|
|PINLX||PRINCIPAL DIVERS INTL FUND||25.26%|
|PFRSX||PRINCIPAL REAL ESTATE SECURIT||2.17%|
|PYHAX||PRINCIPAL HIGH INCOME FUND||1.18%|
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