Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Principal LifeTime 2030 R4  PTCSX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-03-01  
Maximum Sales Fees
Maximum Sales Charge ---
Maximum Fees
Administrative 0.03%
Management 0.00%
12b-1 ---
Actual Fees
12b-1 0.10%
Management 0.00%
Prospectus Net Expense Ratio 0.95%
Total Annual Operating Expense 0.95%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 2001-03-01
Mngr Name Scott W. Smith
Mngr Start Date 2017-05-02
Biography
Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999.
Mngr Name Randy L. Welch
Mngr Start Date 2007-06-01
Biography
Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University.
Mngr Name James W. Fennessey
Mngr Start Date 2007-06-01
Biography
Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation.
Investment Advisor(s)
Principal Global Investors LLC
Web Site
www.principalfunds.com
Issuer
Principal Funds
Show Data Definitions

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