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Principal LifeTime 2055 R5 (LTFPX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal LifeTime 2055 R5 (LTFPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Principal LifeTime 2055 R5 Fund (LTFPX) ManagerFund Manager - Jeffrey Tyler

Fund Manager Information

Fund Manager Tenure: 8.2 years
Similar Funds: LTFDX  LTFGX  LTFIX  LTFLX  LTFSX 
Fund Family: Principal Funds
Fund Category: Target-Date 2055
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Mr. Tyler joined Principal in 2011. Prior to that, Mr. Tyler was the Chief Investment Officer at EXOS Partners. From 1988-2009, Mr. Tyler was a Senior Vice President, Senior Portfolio Manager, and Manager of Taxable Fixed Income for American Century. He earned a B.A. in business economics and accounting from the University of California, Santa Barbara and a Master of Management in finance and economics from the J.L. Kellogg Graduate School of Management, Northwestern University. Mr. Tyler has earned the right to use the Chartered Financial Analyst designation.  Get more insights on Jeffrey Tyler

 

Graph of Principal LifeTime 2055 R5 Fund (LTFPX) ProfilePrincipal LifeTime 2055 R5 Fund (LTFPX) Profile

Fund Profile and Description

Principal LifeTime 2055 R5 Fund seeks a total return consisting of long-term growth of capital and current income. Principal LifeTime 2055 R5 Fund invests in underlying Principal domestic and foreign equity, hybrid, and fixed-income funds according to an asset allocation strategy designed for investors having an investment time horizon comparable to that of the fund. It allocates the assets more conservatively over time. Principal LifeTime 2055 R5 Fund may invest in any of the Institutional Class shares of the equity funds or fixed-income funds of Principal Funds, at the sub-advisor's discretion.

 

Principal LifeTime 2055 R5 (LTFPX) Fund Strength What we like about Principal LifeTime 2055 R5 (LTFPX) Fund

Data for Principal LifeTime 2055 R5 Fund (LTFPX) as of May 30, 2016

  • Principal LifeTime 2055 R5 Fund (LTFPX) management has been with Principal LifeTime 2055 R5 Fund for 8.2 years
  • Principal LifeTime 2055 R5 Fund (LTFPX) has good mid-term performance (3-year return 6.16% vs 6.05% Target-Date 2055 category median performance)
  • Principal LifeTime 2055 R5 Fund (LTFPX) ratio of up-years vs down years is greater than 2
  • Asset base in Principal LifeTime 2055 R5 Fund (LTFPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal LifeTime 2055 R5 Fund (LTFPX) has an annual stock turnover rate of 22.40% vs Target-Date 2055 average of 27.54%. It is good that Principal LifeTime 2055 R5 management does not trade extensively for its return.
  • Principal LifeTime 2055 R5 Fund (LTFPX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.56, lower than category average of 10.6
  • Principal LifeTime 2055 R5 Fund (LTFPX) has a lower expense ratio than its Target-Date 2055 average: 0.31% vs 0.39%
  • Principal LifeTime 2055 R5 Fund (LTFPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal LifeTime 2055 R5 Fund (LTFPX) Weakness What we are cautious about Principal LifeTime 2055 R5 (LTFPX) Fund

Data for Principal LifeTime 2055 R5 Fund (LTFPX) as of May 30, 2016

  • Principal LifeTime 2055 R5 Fund (LTFPX) has a less-than-ideal short-term performance (1-year return -4.32% vs -3.82% Target-Date 2055 category median performance)
  • Principal LifeTime 2055 R5 Fund (LTFPX) has a less-than-ideal Long-term performance (5-year return 6.39% vs 6.44% Target-Date 2055 category median performance)
  • Principal LifeTime 2055 R5 Fund (LTFPX) has a Morningstar rating of 3 and below
  • Principal LifeTime 2055 R5 Fund (LTFPX) is less safe compared to its Target-Date 2055 peers
See Principal LifeTime 2055 R5 Fund (LTFPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal LifeTime 2055 R5 Fund (LTFPX)Compare with other top Target-Date 2055 category mutual funds

Aadditional top Target-Date 2055 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal LifeTime 2055 R51.07-4.326.166.39
American Funds 2055 Trgt Date Retire R6 (RFKTX)2.78-1.547.938.40Compare
T. Rowe Price Retirement 2055 (TRRNX)1.89-3.587.357.67Compare

See top fund managers for Target-Date 2055 Category Funds

 

Graph of Principal LifeTime 2055 R5 Fund (LTFPX) Net Asset TrackingPrincipal LifeTime 2055 R5 (LTFPX) Fund Net Asset

Track net asset change of Principal LifeTime 2055 R5 fund (LTFPX)

DateNet Asset
05/2016$272.02M
03/2016$251.64M
02/2016$226.64M
More historic net asset information on Principal LifeTime 2055 R5 Fund (LTFPX)

  

Graph of Principal LifeTime 2055 R5 Fund (LTFPX) Portfolio TrackingPrincipal LifeTime 2055 R5 (LTFPX) Fund Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2055 R5 fund (LTFPX)

DateCashStockBondOther
04/20163.59%88.48%7.04%0.63%
03/20165.54%85.76%7.84%0.7%
01/20165.35%86.96%6.8%0.77%
Click here to see more historic asset allocation information on Principal LifeTime 2055 R5 Fund (LTFPX)

 

graph of Principal LifeTime 2055 R5 Fund (LTFPX) Top 10 Position TrackingTop 10 Holdings in Principal LifeTime 2055 R5 (LTFPX) Fund

Discover what Principal LifeTime 2055 R5 Fund (LTFPX) manager is buying

Apr 29, 2016
Principal Large Cap S&P 500 Index Inst [12.35%]
Principal LargeCap Growth I Instl [12.1%]
Principal Diversified Intl Inst [11%]
Principal Overseas Instl [9.54%]
Principal Large Cap Value III Inst [7.34%]
Principal LargeCap Value Inst [7.26%]
Principal MidCap Value III Instl [5.65%]
Principal MidCap Growth III Inst [5.48%]
Principal Global Real Estate Sec Instl [5.16%]
Principal Global Opportunities Instl [4.32%]

Mar 30, 2016
Principal Large Cap S&P 500 Index Inst [12.82%]
Principal LargeCap Growth I Instl [12.12%]
Principal Diversified Intl Inst [9.09%]
Principal Overseas Instl [8.54%]
Principal Large Cap Value III Inst [8.43%]
Principal LargeCap Value Inst [7.32%]
Principal Global Opportunities Instl [6.53%]
Principal Global Real Estate Sec Instl [5.26%]
Principal MidCap Value III Instl [4.45%]
Principal MidCap Growth III Inst [4.34%]

Jan 30, 2016
Principal Large Cap S&P 500 Index Inst [12.71%]
Principal LargeCap Growth I Instl [12.11%]
Principal Diversified Intl Inst [9.15%]
Principal Overseas Instl [8.63%]
Principal Large Cap Value III Inst [8.53%]
Principal LargeCap Value Inst [7.34%]
Principal Global Opportunities Instl [6.74%]
Principal Global Real Estate Sec Instl [5.54%]
Principal MidCap Value III Instl [4.29%]
Principal MidCap Growth III Inst [4.19%]
Click here for Stock Holding Change Map in Principal LifeTime 2055 R5 Fund (LTFPX)

  

Latest News on Principal LifeTime 2055 R5 (LTFPX) Fund

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