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PLTHX Principal LifeTime Hybrid 2060 Instl

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Fund PLTHX Principal LifeTime Hybrid 2060 Instl
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Annual Fees
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.19% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 12.61%
3 YR --
5 YR --
10 YR --
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 2060. It is a fund of funds that invests in Institutional Class shares 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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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