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Principal Fds, Inc. Principal Lifetime 2020 Fd Insti Cl: (MF: PLWIX)
(NASDAQ Mutual Funds) As of Feb 11, 2026 05:55 PM ET
$12.38 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.40 | 79 |
| 3 months | 2.27 | 76 |
| 6 months | 6.20 | 83 |
| 1 Year | 10.55 | 77 |
| 3 Year | 9.11 | 72 |
| 5 Year | 5.09 | 73 |
| 10 Year | 7.24 | 61 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 10.99 |
| % Yield | NA |
| % SEC Yield | NA |
| Net Assets (Mil $) 1/31/2026 | 1,076.18 |
| % Turnover 1/31/2026 | 25.60 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.53 | 0.54 | 0.55 |
| Alpha | -3.79 | -4.29 | -2.21 |
| R Squared | 0.80 | 0.88 | 0.89 |
| Std. Dev. | 6.92 | 8.71 | 8.75 |
| Sharpe | 0.65 | 0.25 | 4.00 |
Sector / Country Weightings
| As of 1/31/2026 | % of Portfolio |
|---|---|
| Finance | 89.63 |
| Other | 10.37 |
Portfolio Holdings
| Top Equity Holdings (As of 10/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| PRINCIPAL CORE FIXED INC | 32.92 | 664.04 |
| PRINCIPAL SHORTTERM INC A | 13.84 | 279.08 |
| PRINCIPAL INTL EQUITY FD | 10.38 | 209.40 |
| PRINCIPAL LARGECAP S&P 50 | 6.85 | 138.11 |
| PRINCIPAL HIGH YIELD FUND | 5.88 | 118.58 |
| PRINCIPAL INFL PROTECTION | 5.23 | 105.45 |
| PRINCIPAL LARGECAP GROWTH | 4.35 | 87.68 |
| PRINCIPAL EQUITY INCOME F | 4.23 | 85.26 |
| PRINCIPAL BLUE CHIP FUND | 4.06 | 81.80 |
Stock Holding % of Net Assets
| As Of | 10/31/2025 |
| Total Issues | 18 |
| Avg. P/E | NA |
| Avg. P/Book | NA |
| Avg. EPS Growth | NA |
| Avg. Market Value (Mil $) | NA |
Composition
| % of Portfolio | |
| Stocks | 0.00 |
| Foreign Stocks | 0.00 |
| Cash | 0.00 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 100.00 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 9.40 |
| Large Value | 17.44 |
| Small Growth | 1.11 |
| Small Value | 0.42 |
| Foreign Stock | 9.50 |
| Emerging Market | 6.34 |
| Precious Metal | 0.00 |
| Intermediate Bond | 39.24 |
| Foreign Bond | 10.21 |
| High Yield Bond | 0.00 |