Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc J (PLSJX)

10.93
+0.01
+(0.09%)
At close: 8:04:24 PM EDT
Loading Chart for PLSJX
  • Previous Close 10.92
  • YTD Return 1.09%
  • Expense Ratio 0.66%
  • Category Target-Date Retirement
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 732.88M
  • Beta (5Y Monthly) 0.73
  • Yield 3.07%
  • 5y Average Return --
  • Holdings Turnover 26.70%
  • Last Dividend 0.35
  • Inception Date Jun 28, 2005

The fund 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. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

Principal Funds

Fund Family

Target-Date Retirement

Fund Category

732.88M

Net Assets

2005-06-28

Inception Date

Performance Overview: PLSJX

View More

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

YTD Return

PLSJX
1.09%
Category
3.58%
 

1-Year Return

PLSJX
4.70%
Category
12.52%
 

3-Year Return

PLSJX
2.89%
Category
7.60%
 

5-Year Return

PLSJX
4.68%
Category
6.39%
 

People Also Watch

Holdings: PLSJX

View More

Sector Weightings

SectorPLSJX
Technology   18.64%
Industrials   10.82%
Healthcare   10.53%
Real Estate   7.83%
Energy   3.53%
Utilities   2.42%

Recent News: PLSJX

View More

Research Reports: PLSJX

View More

Top Mutual Funds