Principal LifeTime 2050 Account
Data updated: 2026-05-26
C000020919 — Principal LifeTime 2050 Account data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $100.77M AUM · 0.58% expense ratio · 15.6% 1-yr return. From SEC regulatory filings.
C000020919 Fund Overview
Principal LifeTime 2050 Account is a US mutual fund managed by Principal Variable Contracts Funds Inc, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Principal Variable Contracts Funds Inc
- Category: Target Date / Glide Path Allocation
- Assets under management: $100.77M
- 1-year return: 15.6%
- SEC CIK: 0000012601
- SEC series ID: S000007671
- Share class ID: C000020919
C000020919 Holdings
Top 10 holdings of Principal LifeTime 2050 Account by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| International Equity Fund | 25.89% |
| LargeCap S&P 500 Index Fund | 25.18% |
| Equity Income Fund | 7.06% |
| Global Emerging Markets Fund | 6.51% |
| LargeCap Value Fund III | 6.45% |
| LargeCap Growth Fund I | 5.65% |
| Blue Chip Fund | 5.21% |
| Core Fixed Income Fund | 4.19% |
| SmallCap Fund | 4.07% |
| Small-MidCap Dividend Income Fund | 2.50% |
C000020919 Portfolio Allocation
Asset-class allocation of Principal LifeTime 2050 Account by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
C000020919 Performance
Total returns for C000020919 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -2.4% |
| 1 year | 15.6% |
| 3 years (annualised) | 13.8% |
| 5 years (annualised) | 7.2% |
C000020919 Risk Information
Risk metrics for C000020919, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.1%
C000020919 Costs and Fees
C000020919 costs about $58 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.58%
- Gross expense ratio: 0.58%
- Portfolio turnover: 58%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
C000020919 Cashflows
Over the 12 months to 2026-03, Principal LifeTime 2050 Account had net inflows of $11.90M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $2.25M |
| 2026-02 | −$697.50K |
| 2026-01 | $1.24M |
| 2025-12 | $998.02K |
| 2025-11 | $362.66K |
| 2025-10 | −$51.80K |
C000020919 Debt Constituents
No individual debt constituents are reported in Principal LifeTime 2050 Account's latest SEC N-PORT filing.
C000020919 Prospectus and SEC Filings
Official Principal LifeTime 2050 Account filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.