Mutual Fund Insights: Principal LifeTime 2050 Instl Fund (PPLIX)

In-depth Analysis of Principal LifeTime 2050 Instl Fund (PPLIX)

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See Principal LifeTime 2050 Instl Fund (PPLIX) performance details as of January 31, 2010

  

Last Trade: $10.27 on 3/19/2010, Change: -0.07 (-0.68%)

  

Fund Manager - Dirk Laschanzky

Fund Manager Tenure: 9.1 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, he was a portfolio manager and analyst for over seven years at AMR Investment Services. Laschanzky holds the Chartered Financial Analyst designation.  Get more insights on Dirk Laschanzky

  

 What we like about Principal LifeTime 2050 Instl Fund (PPLIX)

Data for Principal LifeTime 2050 Instl Fund (PPLIX) as of January 31, 2010

• Principal LifeTime 2050 Instl Fund (PPLIX) management has been with Principal LifeTime 2050 Instl Fund for 9.1 years
• Principal LifeTime 2050 Instl Fund (PPLIX) has good mid-term performance (3-year return -7.03% vs -7.39% Target Date 2050+ category average)
• Principal LifeTime 2050 Instl Fund (PPLIX) has good Long-term performance (5-year return 1.08% vs 0.57% Target Date 2050+ category average)
• Principal LifeTime 2050 Instl Fund (PPLIX) ratio of up-years vs down years is greater than 2
• Principal LifeTime 2050 Instl Fund (PPLIX) has an annual stock turnover rate of 15.20% vs Target Date 2050+ average of 56.14%. It is good that Principal LifeTime 2050 Instl management does not trade extensively for its return.
• Principal LifeTime 2050 Instl Fund (PPLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.85, lower than category average of 21.36
• Principal LifeTime 2050 Instl Fund (PPLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Principal LifeTime 2050 Instl Fund (PPLIX)

Data for Principal LifeTime 2050 Instl Fund (PPLIX) as of January 31, 2010

• Principal LifeTime 2050 Instl Fund is a focused fund with 71.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Principal LifeTime 2050 Instl Fund (PPLIX) has a less-than-ideal short-term performance (1-year return 35.42% vs 37.82% Target Date 2050+ category average)
• Principal LifeTime 2050 Instl Fund (PPLIX) has a Morningstar rating of 3 and below
• Principal LifeTime 2050 Instl Fund (PPLIX) has a higher management fee of 0.84% than its Target Date 2050+ average of 0.62%

See Principal LifeTime 2050 Instl Fund (PPLIX) performance details as of January 31, 2010

  

  

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Principal LifeTime 2050 Instl Fund (PPLIX) Net Asset

Track net asset change of Principal LifeTime 2050 Instl fund (PPLIX)

Date	Net Asset
01/2010	$661.98M
11/2009	$663.89M
10/2009	$628.93M

More historic net asset information on Principal LifeTime 2050 Instl Fund (PPLIX)

  

Principal LifeTime 2050 Instl Fund (PPLIX) Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2050 Instl fund (PPLIX)

Date	Cash	Stock	Bond	Other
10/2009	4.11%	86.26%	7.94%	1.69%
09/2009	3.82%	86.74%	7.68%	1.76%
08/2009	4.96%	84.42%	8.86%	1.76%

Click here to see more historic asset allocation information on Principal LifeTime 2050 Instl Fund (PPLIX)

  

Most Recent Top 10 Holdings in Principal LifeTime 2050 Instl Fund (PPLIX)

Discover what Principal LifeTime 2050 Instl Fund (PPLIX) manager is buying

31-Oct-09 Principal Discp Large Cap Blend Inst [11.72%] Principal Large Cap Growth I Inst [8.38%] Principal International Value I Instl [7.42%] Principal International I Inst [7.36%] Principal International Growth Inst [7.24%] Principal Large Cap Growth Inst [7.09%] Principal Large Cap Blend I Inst [6.36%] Principal High Yield I Inst [5.4%] Principal Large Cap Value III Inst [5.17%] Principal Large Cap Value I Inst [5.1%]

30-Sep-09 Principal Discp Large Cap Blend Inst [11.71%] Principal Large Cap Growth I Inst [8.32%] Principal International Value I Instl [7.52%] Principal International I Inst [7.37%] Principal International Growth Inst [7.15%] Principal Large Cap Growth Inst [7.11%] Principal Large Cap Blend I Inst [6.32%] Principal High Yield I Inst [5.18%] Principal Large Cap Value III Inst [5.17%] Principal Large Cap Value Inst [5.13%]

31-Aug-09 Principal Discp Large Cap Blend Inst [11.86%] Principal Large Cap Growth I Inst [8.21%] Principal International Value I Instl [7.53%] Principal International I Inst [7.42%] Principal International Growth Inst [7.18%] Principal Large Cap Growth Inst [7.12%] Principal Large Cap Blend I Inst [6.41%] Principal High Yield I Inst [5.15%] Principal Large Cap Value I Inst [4.83%] Principal Large Cap Value III Inst [4.76%]

Click here for Stock Holding Change Map in Principal LifeTime 2050 Instl Fund (PPLIX)

  

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See more information on Principal LifeTime 2050 Instl Fund (PPLIX)

• Principal LifeTime 2050 Instl Fund Insights
• Principal LifeTime 2050 Instl Fund Performance Data
• Principal LifeTime 2050 Instl Fund News
• Principal LifeTime 2050 Instl Fund Score Explaination
• Principal LifeTime 2050 Instl Fund Manager Information
• Historic Principal LifeTime 2050 Instl Fund Asset Allocation Report
• Historic Principal LifeTime 2050 Instl Fund Top 10 Holding Tracking
• Historic Principal LifeTime 2050 Instl Fund Asset Under Management Tracking