Principal Lifetime 2020 Fund Quote

PTBAX Fund  USD 12.83  0.04  0.31%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Lifetime is trading at 12.83 as of the 19th of July 2025; that is 0.31% up since the beginning of the trading day. The fund's open price was 12.79. Principal Lifetime has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The investment seeks a total return consisting of long-term growth of capital and current income. Principal Fds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime 2020

Moving together with Principal Mutual Fund

  0.75SABPX Strategic Asset ManaPairCorr
  0.75SACAX Strategic Asset ManaPairCorr
  0.75SAGPX Strategic Asset ManaPairCorr
  0.74PFIJX Strategic Asset ManaPairCorr
  0.63PFIEX International EquityPairCorr
  0.76PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Principal Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Lifetime 2020 [PTBAX] is traded in USA and was established 19th of July 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of Principal Funds family. This fund at this time has accumulated 2.59 B in assets with minimum initial investment of 1 K. Principal Lifetime 2020 is currently producing year-to-date (YTD) return of 5.93% with the current yeild of 0.03%, while the total return for the last 3 years was 8.04%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime 2020 Mutual Fund Constituents

PIPIXInflation Protection FundMutual FundInflation-Protected Bond
PYHIXHigh Yield FundMutual FundHigh Yield Bond
PSHIXShort Term Income FundMutual FundShort-Term Bond
PNIIXBond Market IndexMutual FundIntermediate Core Bond
PMSIXCore Plus BondMutual FundIntermediate Core-Plus Bond
PMAQXMidcap Fund R 6Mutual FundMid-Cap Growth
PLVIXLargecap Value FundMutual FundLarge Value
PLFIXLargecap Sp 500Mutual FundLarge Blend
More Details

Principal Lifetime 2020 Risk Profiles

Principal Lifetime Against Markets

Other Information on Investing in Principal Mutual Fund

Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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