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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

Top 10 Holdings (85.38% of Total Assets)

SymbolCompany% Assets
Principal Diversified International R6 15.17%
Principal Overseas Instl 9.83%
Principal LargeCap Growth I R6 9.54%
Principal Large Cap S&P 500 Index Inst 9.42%
Principal Blue Chip R6 9.36%
Principal Equity Income Fund 9.19%
Principal Large Cap Value III Inst 9.18%
Principal MidCap Growth III Inst 4.70%
Principal MidCap Value I R6 4.58%
Principal Funds, Inc. - Origin Emerging Markets Fund 4.41%
Get Quotes for Top Holdings

Sector 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%

Overall Portfolio Composition (%)

Cash 2.18%
Stocks 93.58%
Bonds 3.90%
Others 0.18%
Preferred 0.14%
Convertible 0.01%

Bond Ratings

US Government 0.00%
AAA 33.97%
AA 1.32%
A 12.80%
BBB 25.24%
BB 8.27%
B 11.32%
Below B 5.86%
Other 1.22%

Equity Holdings

Average PLJBX Category Average
Price/Earnings 25.72 17.45
Price/Book 2.63 2.09
Price/Sales 1.96 1.55
Price/Cashflow 13.84 7.5
Median Market Cap 54,066.45 34,028.42
3 Year Earnings Growth 15.75 10.51

Bond Holdings

Average PLJBX Category Average
Maturity 7.22 7.26
Duration 5.49 5.61
Credit Quality -- --

Performance & Risk

YTD Return 9.11%
5y Average Return 0.00%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.60
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Principal Funds
Net Assets 48.48M
YTD Return 4.83%
Yield 0.87%
Morningstar Rating
Inception Date Sep 06, 2017

Fund Summary

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.

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