Mutual Fund Insights: Principal LifeTime 2030 R4 Fund (PTCSX)

In-depth Analysis of Principal LifeTime 2030 R4 Fund (PTCSX)

3 months 6 months 1 year 3 year 5 year

See Principal LifeTime 2030 R4 Fund (PTCSX) performance details as of February 28, 2010

  

Last Trade: $10.85 on 3/19/2010, Change: -0.06 (-0.55%)

  

Fund Manager - Dirk P. Laschanzky

Fund Manager Tenure: 9.1 years   [Similar Funds: PTCAX  PTCBX  PTCMX  PTCNX  PTCPX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

Dirk P. 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, Dirk P. Laschanzky was a portfolio manager and analyst for over seven years at AMR Investment Services. Dirk P. Laschanzky holds the Chartered Financial Analyst designation.  Get more insights on Dirk P. Laschanzky

  

 What we like about Principal LifeTime 2030 R4 Fund (PTCSX)

Data for Principal LifeTime 2030 R4 Fund (PTCSX) as of February 28, 2010

• Principal LifeTime 2030 R4 Fund (PTCSX) management has been with Principal LifeTime 2030 R4 Fund for 9.1 years
• Principal LifeTime 2030 R4 Fund (PTCSX) has good short-term performance (1-year return 49.83% vs 48.70 % Target Date 2026-2030 category average)
• Principal LifeTime 2030 R4 Fund (PTCSX) has good mid-term performance (3-year return -5.22% vs -4.96 % Target Date 2026-2030 category average)
• Principal LifeTime 2030 R4 Fund (PTCSX) has good Long-term performance (5-year return 1.19% vs 1.00 % Target Date 2026-2030 category average)
• Principal LifeTime 2030 R4 Fund (PTCSX) ratio of up-years vs down years is greater than 2
• Principal LifeTime 2030 R4 Fund (PTCSX) has an annual stock turnover rate of 9.50% vs Target Date 2026-2030 average of 35.55%. It is good that Principal LifeTime 2030 R4 management does not trade extensively for its return.
• Principal LifeTime 2030 R4 Fund (PTCSX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.19, lower than category average of 19.58
• Principal LifeTime 2030 R4 Fund (PTCSX) has a lower management fee than its Target Date 2026-2030 average: 0.47% vs 0.63%

  

 What we are cautious about Principal LifeTime 2030 R4 Fund (PTCSX)

Data for Principal LifeTime 2030 R4 Fund (PTCSX) as of February 28, 2010

• Principal LifeTime 2030 R4 Fund is a focused fund with 64.35% 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 R4 Fund (PTCSX) has a Morningstar rating of 3 and below
• Principal LifeTime 2030 R4 Fund (PTCSX) is less safe compared to its Target Date 2026-2030 peers
• Principal LifeTime 2030 R4 Fund (PTCSX) does not have a good risk adjusted return as its 3-year Alpha of -5.24 is worse than category average of -4.89, and its 3-year Sharpe ratio is -0.28
• Even though Principal LifeTime 2030 R4 Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses

See Principal LifeTime 2030 R4 Fund (PTCSX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2026-2030 category?

Below are some additional Target Date 2026-2030 mutual funds generated out of our database

• See top fund managers for Target Date 2026-2030 Category Funds
• Browse other funds in Target Date 2026-2030 Category

  

Principal LifeTime 2030 R4 Fund (PTCSX) Net Asset

Track net asset change of Principal LifeTime 2030 R4 fund (PTCSX)

Date	Net Asset
02/2010	$3.88B
01/2010	$161.73M
11/2009	$161.91M

More historic net asset information on Principal LifeTime 2030 R4 Fund (PTCSX)

  

Principal LifeTime 2030 R4 Fund (PTCSX) Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2030 R4 fund (PTCSX)

Date	Cash	Stock	Bond	Other
01/2010	11.37%	68.25%	17.14%	0.73%
10/2009	9.01%	69.41%	18.56%	3.03%
09/2009	7.68%	70.72%	18.48%	3.12%

Click here to see more historic asset allocation information on Principal LifeTime 2030 R4 Fund (PTCSX)

  

Most Recent Top 10 Holdings in Principal LifeTime 2030 R4 Fund (PTCSX)

Discover what Principal LifeTime 2030 R4 Fund (PTCSX) manager is buying

31-Jan-10 Principal Discp Large Cap Blend Inst [9.23%] Principal Large Cap Growth I Inst [7.15%] Principal Bond & Mtg Securities Inst [6.68%] Principal High Yield I Inst [6.52%] Principal Large Cap Value I Inst [6.18%] Principal Large Cap Blend I Inst [5.94%] Principal Core Plus Bond I Institutional [5.73%] Principal International Growth Inst [5.7%] Principal International Value I Instl [5.68%] Principal Large Cap Growth Inst [5.54%]

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%]

Click here for Stock Holding Change Map in Principal LifeTime 2030 R4 Fund (PTCSX)

  

Related books and products to Principal LifeTime 2030 R4 Fund (PTCSX)

  

Latest News on Principal LifeTime 2030 R4 (PTCSX)

See what is happening with Principal LifeTime 2030 R4 Fund (PTCSX)

Yahoo! Finance: RSS feed not found See more news on Principal LifeTime 2030 R4 Fund (PTCSX)

 

Books and Resources

 

 

See more information on Principal LifeTime 2030 R4 Fund (PTCSX)

• Principal LifeTime 2030 R4 Fund Insights
• Principal LifeTime 2030 R4 Fund Performance Data
• Principal LifeTime 2030 R4 Fund News
• Principal LifeTime 2030 R4 Fund Score Explaination
• Principal LifeTime 2030 R4 Fund Manager Information
• Historic Principal LifeTime 2030 R4 Fund Asset Allocation Report
• Historic Principal LifeTime 2030 R4 Fund Top 10 Holding Tracking
• Historic Principal LifeTime 2030 R4 Fund Asset Under Management Tracking