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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

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.

Principal Funds Inc - Lifetime 2065 Fund

Principal Financial Group
711 High Street
800-222-5852

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 Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 55.10%
Average for Category --

Fees & Expenses

Expense PLJBX Category Average
Annual Report Expense Ratio (net) 1.48% 0.39%
Prospectus Net Expense Ratio 1.48% --
Prospectus Gross Expense Ratio 1.62% --
Max 12b1 Fee 0.30% --
Max Front End Sales Load -- 5.29%
Max Deferred Sales Load -- 1.85%
3 Yr Expense Projection 497 --
5 Yr Expense Projection 868 --
10 Yr Expense Projection 1,910 --

Management Information

Scott W. Smith, Lead Manager since September 06, 2017
Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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