Principal LifeTime 2020 Fund Institutional Class (PLWIX)

Fund Assets	2.06B
Expense Ratio	0.48%
Min. Investment	$0.00
Turnover	27.40%
Dividend (ttm)	0.42
Dividend Yield	3.29%
Dividend Growth	12.82%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	12.79
YTD Return	5.53%
1-Year Return	8.83%
5-Year Return	27.65%
52-Week Low	11.83
52-Week High	13.35
Beta (5Y)	0.55
Holdings	21
Inception Date	Mar 1, 2001

About PLWIX

Principal LifeTime 2020 Fund Institutional Class is a target-date mutual fund designed to provide a balanced approach to retirement investing, particularly for individuals nearing or at retirement around the year 2020. The fund employs a diversified portfolio by allocating assets across underlying Principal Investors funds, including domestic and international equity, fixed-income, and real asset vehicles, to balance long-term growth of capital with current income. As a target-date strategy, its asset allocation becomes progressively more conservative as the designated retirement year approaches, prioritizing capital preservation and income over growth. Managed by a team of seasoned investment professionals, Principal LifeTime 2020 Fund Institutional Class emphasizes risk-adjusted returns, adjusting its holdings over time according to a predetermined glide path. The fund is chiefly used by retirement plan participants seeking diversification and professional management as they transition from asset accumulation to the distribution phase. Its broad exposure to global markets and multiple asset classes makes it a core component in retirement portfolios aiming for a balance between risk mitigation and potential return.

• Fund Family: Principal Funds
• Category: Target-Date 2020
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PLWIX
• Share Class: Institutional Class
• Index: S&P Target Date 2020 TR

Performance

PLWIX had a total return of 8.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.01%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLFJX	Class J	0.64%
PTBPX	R-5	0.73%
PTBAX	Class A	0.80%
PTBMX	R-3	1.04%

Top 10 Holdings

90.56% of assets

Name	Symbol	Weight
Principal Core Fixed Income R6	PICNX	32.15%
Principal Short-Term Income Fund Institutional Class	PSHIX	13.91%
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	11.67%
Principal International Equity R-6	PIIDX	10.35%
Principal High Yield R-6	PHYFX	5.86%
Principal Inflation Protection Fund Institutional Class	PIPIX	5.14%
Principal Glb Emerging Markets R6	PIIMX	3.05%
Principal Equity Income Fund Institutional Class	PEIIX	3.03%
Principal LargeCap Value Fund III Institutional Class	PLVIX	2.82%
Principal LargeCap Growth I R6	PLCGX	2.59%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.4198	Dec 31, 2025
Dec 18, 2025	$0.8019	Dec 18, 2025
Dec 31, 2024	$0.3721	Dec 31, 2024
Dec 19, 2024	$0.5282	Dec 19, 2024
Dec 29, 2023	$0.3469	Dec 29, 2023
Dec 20, 2023	$0.2668	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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