Mutual Fund Insights: Principal LifeTime 2050 R5 Fund (PTEFX)

In-depth Analysis of Principal LifeTime 2050 R5 Fund (PTEFX)

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See Principal LifeTime 2050 R5 Fund (PTEFX) performance details as of February 28, 2010

  

Last Trade: $10.25 on 3/19/2010, Change: -0.07 (-0.68%)

  

Fund Manager - Dirk Laschanzky

Fund Manager Tenure: 9.1 years   [Similar Funds: PTENX  PTERX  PTESX ]
Fundmojo Fund Grade: C (Score: 0.52)     (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 R5 Fund (PTEFX)

Data for Principal LifeTime 2050 R5 Fund (PTEFX) as of February 28, 2010

• Principal LifeTime 2050 R5 Fund (PTEFX) management has been with Principal LifeTime 2050 R5 Fund for 9.1 years
• Principal LifeTime 2050 R5 Fund (PTEFX) has good mid-term performance (3-year return -6.16% vs -5.77 % Target Date 2050+ category average)
• Principal LifeTime 2050 R5 Fund (PTEFX) has good Long-term performance (5-year return 0.81% vs 0.58 % Target Date 2050+ category average)
• Principal LifeTime 2050 R5 Fund (PTEFX) ratio of up-years vs down years is greater than 2
• Principal LifeTime 2050 R5 Fund (PTEFX) has an annual stock turnover rate of 15.20% vs Target Date 2050+ average of 37.90%. It is good that Principal LifeTime 2050 R5 management does not trade extensively for its return.
• Principal LifeTime 2050 R5 Fund (PTEFX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.94, lower than category average of 20.96
• Principal LifeTime 2050 R5 Fund (PTEFX) has a lower management fee than its Target Date 2050+ average: 0.35% vs 0.62%
• Principal LifeTime 2050 R5 Fund (PTEFX) 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 R5 Fund (PTEFX)

Data for Principal LifeTime 2050 R5 Fund (PTEFX) as of February 28, 2010

• Principal LifeTime 2050 R5 Fund is a focused fund with 70.19% 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 R5 Fund (PTEFX) has a less-than-ideal short-term performance (1-year return 52.76% vs 55.14 % Target Date 2050+ category average)
• Principal LifeTime 2050 R5 Fund (PTEFX) has a Morningstar rating of 3 and below
• Principal LifeTime 2050 R5 Fund (PTEFX) is less safe compared to its Target Date 2050+ peers
• Principal LifeTime 2050 R5 Fund (PTEFX) does not have a good risk adjusted return as its 3-year Alpha of -5.87 is worse than category average of -5.46, and its 3-year Sharpe ratio is -0.28

See Principal LifeTime 2050 R5 Fund (PTEFX) performance details as of February 28, 2010

  

  

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Principal LifeTime 2050 R5 Fund (PTEFX) Net Asset

Track net asset change of Principal LifeTime 2050 R5 fund (PTEFX)

Date	Net Asset
02/2010	$925.72M
01/2010	$65.59M
11/2009	$61.25M

More historic net asset information on Principal LifeTime 2050 R5 Fund (PTEFX)

  

Principal LifeTime 2050 R5 Fund (PTEFX) Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2050 R5 fund (PTEFX)

Date	Cash	Stock	Bond	Other
01/2010	5.8%	84.53%	7.63%	0.63%
10/2009	4.11%	86.26%	7.94%	1.69%
09/2009	3.82%	86.74%	7.68%	1.76%

Click here to see more historic asset allocation information on Principal LifeTime 2050 R5 Fund (PTEFX)

  

Most Recent Top 10 Holdings in Principal LifeTime 2050 R5 Fund (PTEFX)

Discover what Principal LifeTime 2050 R5 Fund (PTEFX) manager is buying

31-Jan-10 Principal Discp Large Cap Blend Inst [9.98%] Principal Large Cap Growth I Inst [8.5%] Principal International Value I Instl [7.13%] Principal International Growth Inst [7.09%] Principal Large Cap Growth Inst [7.08%] Principal Large Cap Value I Inst [6.81%] Principal International I Inst [6.58%] Principal Large Cap Blend I Inst [6.36%] Principal High Yield I Inst [5.53%] Principal Large Cap Value Inst [5.13%]

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%]

Click here for Stock Holding Change Map in Principal LifeTime 2050 R5 Fund (PTEFX)

  

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See more information on Principal LifeTime 2050 R5 Fund (PTEFX)

• Principal LifeTime 2050 R5 Fund Insights
• Principal LifeTime 2050 R5 Fund Performance Data
• Principal LifeTime 2050 R5 Fund News
• Principal LifeTime 2050 R5 Fund Score Explaination
• Principal LifeTime 2050 R5 Fund Manager Information
• Historic Principal LifeTime 2050 R5 Fund Asset Allocation Report
• Historic Principal LifeTime 2050 R5 Fund Top 10 Holding Tracking
• Historic Principal LifeTime 2050 R5 Fund Asset Under Management Tracking