| Principal LifeTime 2035 R4 LTSEX |
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| Release date as of 2024-09-30. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-03-01 |
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| Maximum Sales Fees |
| Maximum Sales Charge |
--- |
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| Maximum Fees |
| Administrative |
0.03%
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| Management |
0.00%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
0.10%
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| Management |
0.00%
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| Prospectus Net Expense Ratio |
0.98%
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| Total Annual Operating Expense |
0.98%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2008-02-29 |
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| Mngr Name |
Scott W. Smith |
| Mngr Start Date |
2017-05-02 |
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| 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. |
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| Mngr Name |
Randy L. Welch |
| Mngr Start Date |
2008-02-29 |
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| 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. |
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| Mngr Name |
James W. Fennessey |
| Mngr Start Date |
2008-02-29 |
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| 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. |
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| Principal Global Investors LLC |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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