LifeFund Age-Based Portfolio: 1970-1974

Quick Facts

Inception Date:	09/30/2013
Morningstar Category:	Target-Date 2040
Total Net Assets (mil):	$35.76

Investment Strategy

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Morningstar Style Box™

as of

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Data Not Available

Overall Morningstar Star Rating™

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Out of Funds

Star Rating Not Rated

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

Average Annual Total Returns as of 03/31/2024

	1 Month	3 Month	YTD	1 Year	3 Year	5 Year	10 Year	Since Inception*
Total Return %	2.76	6.00	6.00	18.00	4.67	8.49	6.76	7.24
Morningstar Lifetime Moderate 2040 Index %	2.79	5.32	5.32	16.35	3.86	8.04	7.27	---
Target-Date 2040 Category %	2.90	6.43	6.43	18.35	4.66	8.94	7.68	---
Morningstar Percentile Rankings**	---	---	---	---	---	---	---	---
# of Funds in Category	209	209	209	198	193	171	105	---

* Inception Date: 09/30/2013

**Morningstar percentile rankings are based on total returns.

Expenses

as of 03/31/2024

Total Investment Expense - Gross:	0.04%
Total Investment Expense - Net:	0.04%
Total Investment Expense Gross Per $1,000 Invested:	$0.40

Inv Manager or Sub-Advisor

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Ronald Blue & Co., LLC

Portfolio Managers

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© 2024 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Insurance products and plan administrative services are provided by Principal Life Insurance Company. Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.

Before directing retirement funds to a unitized investment, investors should carefully consider the investment objectives, risks, charges and expenses of the unitized investment and its underlying investments as well as their individual risk tolerance, time horizon and goals.

The Unitized Investments are developed by an Investment Manager chosen by your plan's designated fiduciary. No person or entity affiliated with the Principal Financial Group® is responsible for any part of the content of these models.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions. The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account. Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.