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Principal LifeTime 2050 J (PFLJX)

15.51
+0.02
+(0.13%)
At close: 8:04:24 PM EDT
Loading Chart for PFLJX
  • Previous Close 15.49
  • YTD Return -0.80%
  • Expense Ratio 0.83%
  • Category Target-Date 2050
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.16B
  • Beta (5Y Monthly) 1.29
  • Yield 1.42%
  • 5y Average Return --
  • Holdings Turnover 37.10%
  • Last Dividend 0.24
  • Inception Date Jun 28, 2005

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2050. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2050

Fund Category

3.16B

Net Assets

2005-06-28

Inception Date

Performance Overview: PFLJX

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Trailing returns as of 4/14/2025. Category is Target-Date 2050.

YTD Return

PFLJX
0.80%
Category
11.99%
 

1-Year Return

PFLJX
4.19%
Category
37.09%
 

3-Year Return

PFLJX
5.58%
Category
13.69%
 

5-Year Return

PFLJX
13.39%
Category
13.58%
 

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Holdings: PFLJX

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Sector Weightings

SectorPFLJX
Technology   19.30%
Industrials   11.12%
Healthcare   10.90%
Real Estate   4.94%
Energy   3.55%
Utilities   2.36%

Recent News: PFLJX

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Research Reports: PFLJX

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