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Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc R4 (PLSSX)

11.65
+0.02
+(0.17%)
At close: November 22 at 8:00:57 PM EST
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  • Previous Close 11.63
  • YTD Return 6.27%
  • Expense Ratio 0.89%
  • Category Target-Date Retirement
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 800.17M
  • Beta (5Y Monthly) 0.73
  • Yield 2.18%
  • 5y Average Return --
  • Holdings Turnover 11.80%
  • Last Dividend 0.25
  • Inception Date Jun 28, 2005

The fund is a fund of funds and invests in underlying funds of 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

800.17M

Net Assets

2005-06-28

Inception Date

More about Principal LifeTime Strategic Inc R4

Performance Overview: PLSSX

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Trailing returns as of 11/21/2024. Category is Target-Date Retirement.

YTD Return

PLSSX
6.27%
Category
3.58%
 

1-Year Return

PLSSX
16.36%
Category
12.52%
 

3-Year Return

PLSSX
0.64%
Category
7.60%
 

5-Year Return

PLSSX
3.34%
Category
6.39%
 

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PTDSX Principal LifeTime 2040 R4
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PTCSX Principal LifeTime 2030 R4
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LTRLX Principal LifeTime 2045 Fund
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PCWSX Principal Strategic Asset Management Conservative Growth Portfolio
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PMBSX Principal MidCap R4
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PFILX Principal SAM Flexible Income Portfolio
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LTFLX Principal LifeTime 2055 Fund
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PCBLX Principal SAM Conservative Bal R4
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LTSEX Principal LifeTime 2035 Fund
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PSBLX Principal SAM Balanced R4
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LTSLX Principal LifeTime 2015 Fund
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LTEEX Principal LifeTime 2025 R4
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Holdings: PLSSX

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Sector Weightings

SectorPLSSX
Technology   19.76%
Financial Services   18.25%
Industrials   11.21%
Healthcare   10.71%
Consumer Cyclical   10.64%
Real Estate   7.93%
Communication Services   7.03%
Consumer Defensive   4.55%
Energy   3.80%
Basic Materials   3.54%
Utilities   2.59%
View More

Recent News: PLSSX

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Research Reports: PLSSX

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