Principal LifeTime 2050 Fund

Shareclass

Principal LifeTime 2050 Institutional (PPLIX)

Type

Open-end mutual fund

Manager

Principal Funds

Target date

Principal LifeTime Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

20.4

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 566 out of 710 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Sanofi SA
0.56% of assets
$19.61M invested
2. Sanofi SA ADR
0.09% of assets
$3.19M invested
3. AstraZeneca PLC
0.55% of assets
$19.41M invested
4. AstraZeneca PLC ADR
0.02% of assets
$783,803 invested
5. Mirvac Group
0.01% of assets
$514,740 invested
6. L'Oreal SA
0.16% of assets
$5.62M invested
7. International Flavors & Fragrances Inc
<0.01% of assets
$241,909 invested
8. Procter & Gamble Co
0.33% of assets
$11.69M invested
9. Iberdrola SA
0.23% of assets
$7.97M invested
10. Unilever PLC
0.47% of assets
$16.42M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. GRAIL Inc
<0.01% of assets
$895 invested
2. TKO Group Holdings Inc
0.06% of assets
$2.02M invested
3. Rithm Capital Corp
<0.01% of assets
$14,911 invested
4. SpringWorks Therapeutics Inc Ordinary Shares
0.04% of assets
$1.24M invested
5. Trustmark Corp
0.01% of assets
$507,615 invested
6. Servisfirst Bancshares Inc
0.05% of assets
$1.74M invested
7. Astera Labs Inc
<0.01% of assets
$6,564 invested
8. Liberty Broadband Corp Registered Shs Series -C-
<0.01% of assets
$25,716 invested
9. Liberty Broadband Corp Registered Shs Series -A-
<0.01% of assets
$3,615 invested
10. ABC-Mart Inc
0.01% of assets
$350,369 invested

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Financial performance

Performance data provided by

Find more financial data on PPLIX at Morningstar.com

Gender Equality and Returns

Returns chart for Principal LifeTime 2050 Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PPLIX

Principal LifeTime 2050 Fund

Family

Principal Funds

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.68% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PPLIX

Principal LifeTime 2050 Fund

Family

Principal Funds

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.68% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PPLIX

Principal LifeTime 2050 Fund

Family

Principal Funds

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.68% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PPLIX - Principal LifeTime 2050 Fund

13%

3.47%

8.62%

8.39%

53 / 100 points

Benchmark

25%

8.91%

14%

13%

55 / 100 points

Fund compared to benchmark

-11.7%

-5.44%

-5.87%

-4.68%

2 / 100 points lower

Find more financial data on PPLIX at Morningstar.com

What's next?

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