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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Principal LifeTime 2020 Fund R-3 ClassPTBMXCU.S. All Cap10fund risk0.6%
Principal LifeTime 2025 Fund R-3 ClassLTVPXCU.S. All Cap12fund risk0.6%
Principal Strategic Asset Management Balanced Fund R-3 ClassPBAPXCU.S. All Cap12fund risk0.89%
Principal LifeTime 2030 Fund R-3 ClassPTCMXCU.S. All Cap14fund risk0.6%
Principal LifeTime 2035 Fund R-3 ClassLTAOXCU.S. All Cap15fund risk0.6%
Principal Strategic Asset Management Conservative Growth Fund R-3 ClassPCGPXCU.S. All Cap16fund risk0.89%
Principal LifeTime 2040 Fund R-3 ClassPTDMXCU.S. All Cap16fund risk0.6%
Principal LifeTime 2045 Fund R-3 ClassLTRVXCU.S. All Cap18fund risk0.61%
Principal LifeTime 2050 Fund R-3 ClassPTERXCU.S. All Cap18fund risk0.6%
Principal LifeTime 2055 Fund R-3 ClassLTFDXBU.S. All Cap19fund risk0.62%
Principal LifeTime 2060 Fund Class R-3PLTCXCU.S. All Cap19fund risk0.65%
Principal Strategic Asset Management Strategic Growth Fund R-3 ClassPSGPXCU.S. All Cap19fund risk0.89%
Principal Capital Appreciation Fund R-3 ClassPCAOXC-U.S. Mega Cap20fund risk1.04%
Principal LargeCap S&P 500 Index Fund R-3 ClassPLFMXDU.S. Large Cap21fund risk0.72%
Principal SmallCap Fund R-3 ClassPSBMXC++U.S. Small Cap30fund risk1.33%
Principal LifeTime Strategic Income Fund R-3 ClassPLSMXCU.S. All Cap5fund risk0.6%
Principal Strategic Asset Management Flexible Income Fund R-3 ClassPFIPXBU.S. All Cap6fund risk0.89%
Principal LifeTime 2010 Fund R-3 ClassPTAMXCU.S. All Cap7fund risk0.6%
Principal LifeTime 2015 Fund R-3 ClassLTAPXCU.S. All Cap8fund risk0.6%
Principal Strategic Asset Management Conservative Balanced Fund R-3 ClassPCBPXBU.S. All Cap9fund risk0.89%
U.S. Equities - Growth     
Principal LargeCap Growth Fund I R-3 ClassPPUMXD--U.S. All Cap - Growth23fund risk1.16%
Principal MidCap Growth Fund III R-3 ClassPPQMXB--U.S. Mid Cap - Growth24fund risk1.52%
Principal SmallCap Growth Fund I R-3 ClassPPNMXC+U.S. Small Cap - Growth26fund risk1.63%
Principal MidCap Growth Fund R-3 ClassPFPPXA--U.S. Mid Cap - Growth28fund risk1.25%
U.S. Equities - Value     
Principal Equity Income Fund R-3 ClassPEIOXC++U.S. Large Cap - Value21fund risk1.08%
Principal LargeCap Value Fund III R-3 ClassPPSFXC++U.S. Large Cap - Value23fund risk1.36%
Principal MidCap Value Fund I R-3 ClassPMPRXB++U.S. Mid Cap - Value27fund risk1.53%
Principal MidCap S&P 400 Index Fund R-3 ClassPMFMXB++U.S. Mid Cap - Value27fund risk0.73%
Principal SmallCap S&P 600 Index Fund R-3 ClassPSSMXC++U.S. Small Cap - Value33fund risk0.73%
Principal SmallCap Value Fund II R-3 ClassPJARXD++U.S. Small Cap - Value34fund risk1.54%
Principal Real Estate Securities Fund R-3 ClassPRERXC--U.S. Real Estate27fund risk1.4%
Global & Intl. Equity     
Principal International Emerging Markets Fund R-3 ClassPEAPXB++Emerging Markets20fund risk1.8%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Principal Short-Term Income Fund R-3 ClassPSIOXC-Bond - U.S. Corporate1fund risk0.99%
Principal Government & High Quality Bond Fund R-3 ClassPRCMXCBond - U.S. Mortgages2fund risk0.98%
Principal Bond Market Index Fund R-3 ClassPBOIXB--U.S. Treasury - Intermediate3fund risk0.83%
Principal Core Plus Bond Fund R-3 ClassPBMMXC-Bond - U.S. Corporate3fund risk1.09%
Principal Income Fund R-3 ClassPIOOXB-Bond - Multi Sector3fund risk1.06%
Principal Inflation Protection Fund R-3 ClassPIFPXC+U.S. Treasury - TIPS4fund risk0.97%
Principal Preferred Securities Fund R-3 ClassPNARXB++Bond - U.S. High Yield4fund risk1.27%
Principal LargeCap Value Fund R-3 ClassPLVMX Other0fund risk0.99%
Principal LargeCap Growth Fund II R-3 ClassPPTMX Other0fund risk1.43%
Principal MidCap Value Fund III R-3 ClassPJPPX Other0fund risk1.22%
Principal LargeCap Growth Fund R-3 ClassPLGPX Other0fund risk1.2%
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