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Investment Type: pif

Principal LifeTime 2015 R5 Fund (LTPFX)

Quick Facts Ticker: LTPFX Inception Date: 02/29/2008 Morningstar Category: Target-Date 2015 Total Net Assets (mil): $201.80	Investment Strategy    What's this? The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2015. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds ("PETF") and Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Morningstar Style Box™   as of 10/31/2025    What's this?	Overall Morningstar Star Rating™   as of 11/30/2025    What's this? Out of 81 Target-Date 2015 Funds 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 11/30/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % 0.67 2.52 10.21 7.75 8.44 4.21 5.65 5.04 S&P Target Date 2015 Index % 0.45 3.19 11.79 9.84 9.50 5.29 6.17 --- Target-Date 2015 Category % 0.47 3.03 11.53 9.21 9.08 4.72 5.99 --- Morningstar Percentile Rankings** --- --- --- 94 83 84 85 --- # of Funds in Category 91 91 91 91 81 77 53 ---

* Inception Date: 02/29/2008

**Morningstar percentile rankings are based on total returns.

Expenses   as of 11/30/2025 Total Investment Expense - Gross: 0.75% Total Investment Expense - Net: 0.75% Total Investment Expense Gross Per $1,000 Invested: $7.50

Inv Manager or Sub-Advisor

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Principal Global Investors

Portfolio Managers

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James W. Fennessey , CFA Since 02/29/2008 B.S. , Truman State University

Randy L. Welch Since 02/29/2008 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