Home
Forms Library
Principal trust target date funds summary - The Principal Financial

Principal trust target date funds summary - The Principal Financial 2025

Principal trust target date funds summary - The Principal Financial Preview on Page 1

See details

4 out of 5

31 votes

The document provides a comprehensive overview of the Principal Trust Target Date Collective Investment Funds, detailing their structure, investment objectives, strategies, risks, and management. It explains that these funds are designed for retirement plans and adjust their risk profile as the target date approaches. The funds invest in a variety of asset classes through underlying mutual funds and collective trusts, aiming for long-term growth and income. Key risks associated with these investments are outlined, including asset allocation risk and market volatility. The document also highlights the roles of the investment advisors and the regulatory framework governing the funds.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Principal trust target date funds summary - The Principal Financial

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by reviewing the introductory section, which outlines the purpose of the Principal Trust Target Date Funds. Familiarize yourself with the key components and objectives of each fund.
Fill in your personal information in the designated fields, ensuring accuracy for effective communication regarding your investments.
Navigate to the investment options section. Here, you can select your preferred target date fund based on your retirement timeline. Each fund is designed to align with specific time horizons.
Review the performance and risk sections carefully. This will help you understand potential returns and risks associated with each fund, empowering you to make informed decisions.
Once all sections are completed, utilize our platform's features to save or share your filled document for future reference or submission.

Start using our platform today for free and streamline your document editing experience!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is principal trust company the same as Principal Financial Group?

Principal Trust CompanySM is a trade name of Delaware Charter Guarantee Trust Company. Principal National, Principal Life, Principal Securities, Principal Funds Distributor, and Principal Trust Company are members of the Principal Financial Group, Des Moines, IA 50392.

What is the symbol for Principal Financial Group?

(PFG) As of 12:28:37 PM EDT. Market Open.

What is a target date fund?

A target-date fund (TDF) automatically adjusts its asset allocation over time, becoming more conservative as the target date approaches. TDFs are popular in retirement accounts like 401(k)s and IRAs, providing a set-and-forget investment strategy with age-appropriate asset allocation.

Is Principal Financial Group legit?

Principal Financial Group is BBB Accredited.

What is principal financial?

(PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States. Principal Financial Group, Inc. View of the 801 Grand. The headquarters of its owner, Principal Financial Group is in the foreground at 711 High Street.

Is principal the same as Principal Financial Group?

Principal, Principal and stylized P design, and Principal Financial Group are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc. in various countries around the world.

Is the Principal Financial Group real?

Principal Financial Group was founded in 1879. It began offering insurance products before branching out to sell a range of investment and retirement planning products. Today, Principal is a Fortune 500 company with offices across the globe.

Is principal the same as principal trust company?

Custody and trust services are provided by Principal Bank, Member FDIC, and/or Principal Trust Company. These services are provided under the trade name Principal Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee Trust Company.

Principal trust target date funds summary - The Principal Financial 2025

Here's how it works