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Investment Type: CITFund

Principal LifeTime Hybrid 2015 CIT Z20

Quick Facts Inception Date: 03/31/2015 Extended Performance Inception Date: 07/07/2009 Morningstar Category: Target-Date 2015 Total Net Assets (mil): $803.66	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 08/31/2025    What's this?	Overall Morningstar Star Rating™   as of 09/30/2025    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 10/31/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % 0.76 4.32 10.16 10.30 10.14 5.53 5.68 7.54 S&P Target Date 2015 Index % --- --- --- --- --- --- --- --- Target-Date 2015 Category % --- --- --- --- --- --- --- --- Morningstar Percentile Rankings** --- --- --- --- --- --- --- --- # of Funds in Category --- --- --- --- --- --- --- ---

* Inception Date: 03/31/2015 ; Extended Performance Inception Date: 07/07/2009

**Morningstar percentile rankings are based on total returns.

Expenses   as of 10/31/2025 Total Investment Expense - Gross: 0.49% Total Investment Expense - Net: 0.49% Total Investment Expense Gross Per $1,000 Invested: $4.90

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