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Principal LifeTime 2020 J (PLFJX)

11.75
+0.02
+(0.17%)
At close: 8:04:24 PM EDT
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  • Previous Close 11.73
  • YTD Return 0.93%
  • Expense Ratio 0.67%
  • Category Target-Date 2020
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.12B
  • Beta (5Y Monthly) 0.83
  • Yield 2.82%
  • 5y Average Return --
  • Holdings Turnover 27.40%
  • Last Dividend 0.35
  • 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 2020. 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 2020

Fund Category

2.12B

Net Assets

2005-06-28

Inception Date

Performance Overview: PLFJX

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Trailing returns as of 4/14/2025. Category is Target-Date 2020.

YTD Return

PLFJX
0.93%
Category
5.78%
 

1-Year Return

PLFJX
4.64%
Category
18.91%
 

3-Year Return

PLFJX
3.21%
Category
9.48%
 

5-Year Return

PLFJX
7.55%
Category
8.82%
 

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Holdings: PLFJX

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Sector Weightings

SectorPLFJX
Technology   18.95%
Industrials   10.87%
Healthcare   10.63%
Real Estate   6.91%
Energy   3.53%
Utilities   2.40%

Recent News: PLFJX

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Research Reports: PLFJX

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