Nasdaq - Delayed Quote USD
Principal Funds Inc - Lifetime 2065 Fund (PLJBX)
13.46
+0.28
+(2.12%)
At close: March 1 at 8:00:43 PM EST
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- Previous Close
13.18 - YTD Return 4.83%
- Expense Ratio 1.48%
- Category Target-Date 2060+
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 48.48M
- Beta (5Y Monthly) 1.60
- Yield 0.87%
- 5y Average Return --
- Holdings Turnover 55.10%
- Last Dividend 0.00
- Inception Date Sep 6, 2017
The investment seeks a total return consisting of long-term growth of capital and current income. 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 2065. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. 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 2060+
Fund Category
48.48M
Net Assets
2017-09-06
Inception Date
Performance Overview: PLJBX
View MoreTrailing returns as of 3/1/2021. Category is Target-Date 2060+.
Holdings: PLJBX
View MoreSector Weightings
SectorPLJBX
Technology 18.70%
Financial Services 16.23%
Industrials 12.54%
Consumer Cyclical 11.78%
Healthcare 10.90%
Communication Services 8.51%
Consumer Defensive 5.58%
Real Estate 5.51%
Basic Materials 4.54%
Energy 2.91%
Utilities 2.80%
Recent News: PLJBX
View MoreResearch Reports: PLJBX
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