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
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 9.11% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 4, 2019) | 26.44% |
| Worst 1Y Total Return (Feb 4, 2019) | -9.95% |
| Best 3Y Total Return | 26.44% |
| Worst 3Y Total Return | 9.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLJBX
Category
- YTD
- 4.83%
- 6.10%
- 1-Month
- 4.10%
- 0.90%
- 3-Month
- 8.63%
- 6.10%
- 1-Year
- 32.43%
- 14.41%
- 3-Year
- 11.64%
- 4.94%
- 5-Year
- 0.00%
- 9.53%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 5.12%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
PLJBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -22.09% | 20.27% | 7.58% | 15.21% |
| 2019 | 12.80% | 3.85% | 0.37% | 7.55% |
| 2018 | -0.57% | 1.14% | 4.05% | -13.95% |
| 2017 | 5.07% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 9 |
| 3-Month | 50 |
| 1-Year | 40 |
| 3-Year | 59 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 29.67% |
| 3-Year | 10.48% |
| 5-Year | -- |
| 10-Year | -- |
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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