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Investment Type: CITFund

Principal LifeTime Hybrid 2025 CIT Q







Quick Facts


03/14/2018

07/07/2009
Target-Date 2025
$5,847.40

Investment Strategy

   What's this?
The investment option seeks a total return consisting of long-term growth of capital and current income. To pursue its goal, this Target Date Fund generally invests in affiliated open-ended mutual funds, insurance company separate accounts, unaffiliated mutual funds, and unaffiliated collective trust funds that Principal Trust considers appropriate based on the remaining time horizon of a particular Target Date Fund.




Morningstar Style Box™

  as of 05/31/2025
   What's this?
Investment Style
Stylebox Market Capitalization
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 06/30/2025
   What's this?

Out of 159 Target-Date 2025 Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Month-End | Quarter-End
Average Annual Total Returns as of 06/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 2.85 5.53 6.00 9.85 9.74 7.56 6.78 9.14
S&P Target Date 2025 Index % 2.74 5.80 6.80 10.52 9.92 7.44 6.63 ---
Target-Date 2025 Category % 2.73 5.37 6.48 10.00 9.28 6.80 6.25 ---
Morningstar Percentile Rankings** --- --- --- 63 37 19 24 ---
# of Funds in Category 171 171 171 170 159 139 91 ---
03/14/201807/07/2009
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 06/30/2025
Total Investment Expense - Gross: 0.17%
Total Investment Expense - Net: 0.17%
Total Investment Expense Gross Per $1,000 Invested: $1.70



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Advisor Managers

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James W. Fennessey , CFA
Since 07/07/2009
B.S. , Truman State University

Randy L. Welch
Since 07/07/2009
M.B.A. , Drake University

Scott W. Smith
Since 05/02/2017
B.S. , Iowa State University

Chad Severin
Since 03/31/2025
Bachelor , Simpson College

May Tong , CFA
Since 03/31/2025
B.A./B.S. , Boston College

Todd A. Jablonski , CFA
Since 03/31/2025
M.B.A. , New York University