Mutual Fund Insights: Principal LifeTime 2030 A Fund (PTCAX)

In-depth Analysis of Principal LifeTime 2030 A Fund (PTCAX)

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See Principal LifeTime 2030 A Fund (PTCAX) performance details as of January 31, 2010

  

Last Trade: $10.72 on 3/18/2010, Change: -0.03 (-0.28%)

  

Fund Manager - Dirk Laschanzky

Fund Manager Tenure: 9.1 years   [Similar Funds: PTCBX  PTCMX  PTCNX  PTCPX  PTCSX ]
Fundmojo Fund Grade: D (Score: 0.48)     (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 2030 A Fund (PTCAX)

Data for Principal LifeTime 2030 A Fund (PTCAX) as of January 31, 2010

• Principal LifeTime 2030 A Fund (PTCAX) management has been with Principal LifeTime 2030 A Fund for 9.1 years
• Principal LifeTime 2030 A Fund (PTCAX) has good Long-term performance (5-year return 1.01% vs 0.95% Target Date 2026-2030 category average)
• Principal LifeTime 2030 A Fund (PTCAX) has an annual stock turnover rate of 9.50% vs Target Date 2026-2030 average of 39.04%. It is good that Principal LifeTime 2030 A management does not trade extensively for its return.
• Principal LifeTime 2030 A Fund (PTCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.13, lower than category average of 19.59

  

 What we are cautious about Principal LifeTime 2030 A Fund (PTCAX)

Data for Principal LifeTime 2030 A Fund (PTCAX) as of January 31, 2010

• Principal LifeTime 2030 A Fund is a focused fund with 66.82% 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 2030 A Fund (PTCAX) has a less-than-ideal short-term performance (1-year return 33.74% vs 33.93% Target Date 2026-2030 category average)
• Principal LifeTime 2030 A Fund (PTCAX) has a less-than-ideal mid-term performance (3-year return -6.25% vs -6.01% Target Date 2026-2030 category average)
• Principal LifeTime 2030 A Fund (PTCAX) ratio of up-years vs down years can be improved
• Principal LifeTime 2030 A Fund (PTCAX) has a Morningstar rating of 3 and below
• Principal LifeTime 2030 A Fund (PTCAX) is less safe compared to its Target Date 2026-2030 peers
• Principal LifeTime 2030 A Fund (PTCAX) does not have a good risk adjusted return as its 3-year Alpha of -5.61 is worse than category average of -5.25, and its 3-year Sharpe ratio is -0.34
• Principal LifeTime 2030 A Fund (PTCAX) has a higher management fee of 1.16% than its Target Date 2026-2030 average of 0.63%
• Principal LifeTime 2030 A Fund (PTCAX) carries a 5.5% load

See Principal LifeTime 2030 A Fund (PTCAX) performance details as of January 31, 2010

  

  

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Principal LifeTime 2030 A Fund (PTCAX) Net Asset

Track net asset change of Principal LifeTime 2030 A fund (PTCAX)

Date	Net Asset
01/2010	$51.96M
11/2009	$51.63M
10/2009	$49.35M

More historic net asset information on Principal LifeTime 2030 A Fund (PTCAX)

  

Principal LifeTime 2030 A Fund (PTCAX) Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2030 A fund (PTCAX)

Date	Cash	Stock	Bond	Other
10/2009	9.01%	69.41%	18.56%	3.03%
09/2009	7.68%	70.72%	18.48%	3.12%
08/2009	7.62%	70.3%	18.89%	3.18%

Click here to see more historic asset allocation information on Principal LifeTime 2030 A Fund (PTCAX)

  

Most Recent Top 10 Holdings in Principal LifeTime 2030 A Fund (PTCAX)

Discover what Principal LifeTime 2030 A Fund (PTCAX) manager is buying

31-Oct-09 Principal Discp Large Cap Blend Inst [11.63%] Principal Bond & Mtg Securities Inst [7.38%] Principal Large Cap Growth I Inst [6.78%] Principal High Yield I Inst [6.38%] Principal Large Cap Blend I Inst [5.98%] Principal International Value I Instl [5.91%] Principal International I Inst [5.86%] Principal International Growth Inst [5.83%] Principal Large Cap Growth Inst [5.56%] Principal Core Plus Bond I Institutional [5.07%]

30-Sep-09 Principal Discp Large Cap Blend Inst [11.68%] Principal Bond & Mtg Securities Inst [7.16%] Principal Large Cap Growth I Inst [6.76%] Principal High Yield I Inst [6.15%] Principal International Value I Instl [6.01%] Principal Large Cap Blend I Inst [5.96%] Principal International I Inst [5.89%] Principal International Growth Inst [5.78%] Principal Large Cap Growth Inst [5.6%] Principal Real Estate Securities Inst [4.96%]

31-Aug-09 Principal Discp Large Cap Blend Inst [11.81%] Principal Bond & Mtg Securities Inst [7.67%] Principal Large Cap Growth I Inst [6.65%] Principal High Yield I Inst [6.11%] Principal Large Cap Blend I Inst [6.04%] Principal International Value I Instl [6%] Principal International I Inst [5.91%] Principal International Growth Inst [5.79%] Principal Large Cap Growth Inst [5.6%] Principal Real Estate Securities Inst [4.87%]

Click here for Stock Holding Change Map in Principal LifeTime 2030 A Fund (PTCAX)

  

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See more information on Principal LifeTime 2030 A Fund (PTCAX)

• Principal LifeTime 2030 A Fund Insights
• Principal LifeTime 2030 A Fund Performance Data
• Principal LifeTime 2030 A Fund News
• Principal LifeTime 2030 A Fund Score Explaination
• Principal LifeTime 2030 A Fund Manager Information
• Historic Principal LifeTime 2030 A Fund Asset Allocation Report
• Historic Principal LifeTime 2030 A Fund Top 10 Holding Tracking
• Historic Principal LifeTime 2030 A Fund Asset Under Management Tracking