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This document provides a schedule of investments for the Institutional class shares of the Principal Funds, Inc. Principal Lifetime 2040 Fund, detailing various investment options and their respective
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How to fill out Principal LifeTime 2040 Separate Account

01
Gather your personal information including Social Security number and income details.
02
Visit the Principal website or contact a financial advisor for the Principal LifeTime 2040 Separate Account application form.
03
Fill out the application form by providing necessary personal, financial, and investment preference details.
04
Select the amount of money you wish to invest and the payment frequency.
05
Review the investment objectives and risk tolerance sections, and choose the appropriate options.
06
Double-check all the information entered for accuracy.
07
Submit the completed application either online or through your financial advisor.

Who needs Principal LifeTime 2040 Separate Account?

01
Individuals planning for retirement who expect to retire around the year 2040.
02
Investors looking for a diversified investment that adjusts its asset allocation over time.
03
People who prefer a managed investment option with professional oversight.
04
Clients who are comfortable with a moderate level of investment risk.
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People Also Ask about

Basic Info. Thrift Savings Plan L 2040 Fund Monthly Returns is at -0.57%, compared to 2.56% last month and 3.20% last year. This is lower than the long term average of 0.67%.
Principal LifeTime Hybrid 2040 Instl Overview Principal Funds / Target-Date 2040. The fund operates as a "target date fund" that invests ing to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2040.
Hybrid Mutual Funds. Hybrid funds are mutual funds that invest in multiple asset classes, such as a mix of equity and debt, equity and gold, or even real estate. Each hybrid mutual fund scheme has a unique investment objective, which determines its specific asset allocation and proportions.
The fund has returned 7.82 percent over the past year, 4.89 percent over the past three years, 7.13 percent over the past five years and 7.28 percent over the past decade. The fund launched in February 2007. Parent company Capital Group is the advisor to the American Funds.
Principal Lifetime Bond Fund is a bond fund issued by Principal Malaysia. The Fund aims to provide regular income as well as to achieve medium to long-term capital appreciation through investments primarily in Malaysian bonds.
Target-Date 2040 Funds Nationwide Destination 2040 Fund. PGIM TARGET DATE 2040 FUND. BlackRock LifePath Dynamic 2040 Fund. Fidelity Flex Freedom Blend 2040 Fund. Putnam Retirement Advantage 2040 Fund. Franklin LifeSmart 2040 Retirement Target Fund. DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND. Empower Lifetime 2040 Fund.

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Principal LifeTime 2040 Separate Account is a targeted investment vehicle designed to help individuals save for retirement by allocating assets across various investments that become more conservative as the target date of 2040 approaches.
Individuals participating in the Principal LifeTime 2040 Separate Account as part of their retirement plan or investment strategy are required to file relevant documentation.
To fill out the Principal LifeTime 2040 Separate Account, applicants should provide personal information, investment preferences, and fund allocation choices based on their retirement plan guidelines.
The purpose of Principal LifeTime 2040 Separate Account is to accumulate retirement savings while gradually adjusting the asset allocation to reduce risk as the target date of 2040 approaches.
Information that must be reported includes participant personal details, investment allocations, contributions made, and performance metrics of the account.
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Principal LifeTime 2040 investment schedule Institutional class shares portfolio holdings investment options asset allocation mutual fund financial risks Principal Funds fixed-income investment

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