Nasdaq - Delayed Quote USD

Principal LifeTime 2060 J (PLTAX)

17.70
-0.28
(-1.56%)
At close: 8:02:26 PM EDT
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  • Previous Close 17.98
  • YTD Return -0.87%
  • Expense Ratio 0.98%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.05B
  • Beta (5Y Monthly) 1.28
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 37.30%
  • Last Dividend 0.22
  • Inception Date Mar 1, 2013

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 2060. It 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.

Principal Funds

Fund Family

Target-Date 2060+

Fund Category

1.05B

Net Assets

2013-03-01

Inception Date

More about Principal LifeTime 2060 J

Performance Overview: PLTAX

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Trailing returns as of 5/20/2025. Category is Target-Date 2060+.

YTD Return

PLTAX
0.87%
Category
6.10%
 

1-Year Return

PLTAX
8.21%
Category
14.41%
 

3-Year Return

PLTAX
8.37%
Category
4.94%
 

5-Year Return

PLTAX
11.32%
Category
9.53%
 

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Holdings: PLTAX

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Sector Weightings

SectorPLTAX
Financial Services   19.37%
Technology   18.85%
Healthcare   11.16%
Consumer Cyclical   11.08%
Industrials   10.55%
Communication Services   9.15%
Consumer Defensive   5.32%
Real Estate   5.01%
Basic Materials   3.68%
Energy   3.65%
Utilities   2.16%
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Recent News: PLTAX

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Research Reports: PLTAX

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