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Principal Fds, Inc. Principal Lifetime 2020 Fd Cl R-3: (MF: PTBMX)
(NASDAQ Mutual Funds) As of Oct 28, 2025 06:11 PM ET
$13.11 USD
-0.02 (-0.15%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in March 2001 and is managed by Principal Management Corporation. The fund seeks a total return consisting of long-term growth of capital and current income. The fund invests in shares of other Principal Investors Funds (the underlying funds). The underlying funds are intended to give the fund broad exposure to the domestic and foreign equity and fixed-income markets. Currently, approximately 50% of the fund's assets are invested in equity securities and 50% in fixed-income securities. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LifeTime 2020 R3 | PTBMX | NA | NA | 0.00 | 0.25 | 0.00 | 0.57 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LifeTime 2020 J | PLFJX | 13.04 | 6/15/2001 | 2.60 | 7.45 | 11.48 | 5.87 |
| Principal LifeTime 2020 R3 | PTBMX | 13.11 | 3/1/2001 | 2.27 | 7.07 | 11.00 | 5.43 |
| Principal LifeTime 2020 R5 | PTBPX | 13.05 | 3/1/2001 | 2.53 | 7.43 | 11.35 | 5.76 |
| Principal LifeTime 2020 A | PTBAX | 13.17 | 10/28/2005 | 2.40 | 7.28 | 11.26 | 5.66 |
| Principal LifeTime 2020 Inst | PLWIX | 13.16 | 9/24/2002 | 2.71 | 7.70 | 11.64 | 6.04 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LifeTime 2020 R3 | PTBMX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |