Nasdaq - Delayed Quote • USD
Principal LifeTime 2070 R4 (PLTBX)
At close: 8:00 PM EDT
Loading Chart for PLTBX
DELL
- Previous Close
12.25 - YTD Return 7.22%
- Expense Ratio 0.72%
- Category Target-Date 2065+
- Last Cap Gain -6.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 27.17M
- Beta (5Y Monthly) --
- Yield 1.38%
- 5y Average Return --
- Holdings Turnover 94.10%
- Last Dividend 0.17
- Inception Date Mar 1, 2023
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 the fund’s name. 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.
Principal Funds
Fund Family
Target-Date 2065+
Fund Category
27.17M
Net Assets
2023-03-01
Inception Date
Performance Overview: PLTBX
View MoreTrailing returns as of 6/26/2024. Category is Target-Date 2065+.
People Also Watch
PRBDX Principal Core Plus Bond A
9.04
+0.22%
PRWLX Principal Diversified Intl A
14.20
+0.07%
PLLAX Principal SmallCap A
24.74
+0.73%
PRIAX Principal Glb Emerging Markets A
26.56
+0.26%
PRRAX Principal Real Estate Securities A
26.80
+1.06%
PEMGX Principal MidCap Fund
39.63
+0.41%
PLRAX PIMCO Long Duration Total Return A
7.18
+0.42%
PBLCX Principal Blue Chip C
39.60
+0.51%
PLSAX Principal Large Cap S&P 500 Index A
26.93
+0.07%
PPVAX American Funds Preservation Port A
9.33
+0.11%
PRSAX T. Rowe Price Global Multi-Sector Bd Adv
9.92
-0.10%
PGGAX American Funds Global Growth Portfolio
22.65
+0.04%
PLTLX Principal LifeTime 2070 J
12.37
+0.24%
PLTDX Principal LifeTime 2070 R3
12.24
+0.25%
VSSQX Voya Solution 2065 Port S
11.69
+0.09%
VSQUX Voya Solution 2065 Port S2
11.77
+0.17%
Holdings: PLTBX
View MoreTop 10 Holdings (86.41% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLTBX
Technology 19.27%
Financial Services 17.59%
Industrials 13.91%
Healthcare 11.26%
Consumer Cyclical 10.58%
Communication Services 6.04%
Real Estate 5.15%
Consumer Defensive 5.15%
Energy 4.97%
Basic Materials 3.89%
Utilities 2.21%
Recent News: PLTBX
View MoreResearch Reports: PLTBX
View MoreTop Mutual Funds
INPIX ProFunds Internet UltraSector Inv
44.49
+2.44%
INPSX ProFunds Internet UltraSector Svc
28.46
+2.41%
FSCSX Fidelity Select Software & IT Svcs Port
27.30
+1.60%
BISCX UBS U.S. Small Cap Growth Fund
21.01
+1.55%
BNSCX UBS US Small Cap Growth A
17.31
+1.52%
DNSMX Driehaus Small Cap Growth Institutional
22.13
+1.47%
DVSMX Driehaus Small Cap Growth Investor
21.68
+1.45%
DNDGX Dunham Small Cap Growth Fund
18.37
+1.44%
OSTGX Osterweis Emerging Opportunity
16.33
+1.24%
BUFOX Buffalo Early Stage Growth Fd
15.54
+1.24%
BUIOX Buffalo Early Stage Growth Instl
15.67
+1.23%
FDCPX Fidelity Select Tech Hardware
110.17
+1.22%
BDFUX Baron Discovery Fund
26.86
+1.21%
BDFIX Baron Discovery Fund
26.86
+1.21%
BDFFX Baron Discovery Fund
26.12
+1.20%
LMIYX Lord Abbett Micro Cap Growth I
18.23
+1.17%
LFMGX Lord Abbett Micro Cap Growth F
18.23
+1.17%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
41.10
+1.16%
LCMGX Lord Abbett Micro Cap Growth Fund
17.54
+1.15%
FIMPX Nuveen Small Cap Growth Opp I
31.67
+1.15%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
42.34
+1.15%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
43.28
+1.15%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
42.46
+1.14%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
43.55
+1.14%
FRMPX Nuveen Small Cap Growth Opp A
24.00
+1.14%
FTUIX Fidelity Advisor Telecommunications I
46.27
+1.14%
FSTCX Fidelity Select Telecommunications Port
46.38
+1.13%
FTUTX Fidelity Advisor Telecommunications M
45.57
+1.13%
FMPFX Nuveen Small Cap Growth Opp R6
32.18
+1.13%
FTUCX Fidelity Advisor Telecommunications C
45.78
+1.13%
FTUAX Fidelity Advisor Telecommunications A
45.96
+1.12%
FIJGX Fidelity Advisor Telecommunications Z
46.12
+1.12%
FCPGX Fidelity Small Cap Growth
31.30
+1.10%
FCIGX Fidelity Advisor Small Cap Growth I
31.39
+1.10%
WAMCX Wasatch Ultra Growth
31.47
+1.09%
WGMCX Wasatch Ultra Growth Institutional
31.62
+1.09%
FIDGX Fidelity Advisor Small Cap Growth Z
31.66
+1.09%
FCAGX Fidelity Small Cap Growth Fund
29.00
+1.08%
FCTGX Fidelity Advisor Small Cap Growth M
27.26
+1.08%
NEEGX Needham Growth Retail
71.46
+1.07%
NEEIX Needham Growth Institutional
74.53
+1.07%
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.99
+1.07%
PHRCX Virtus Duff & Phelps Real Estate Secs C
18.06
+1.06%
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.09
+1.06%
TSCGX Thrivent Small Cap Growth S
17.14
+1.06%
NPSGX Nicholas Partners Small Cap Gr Instl
15.47
+1.05%
FCCGX Fidelity Small Cap Growth Fund
23.37
+1.04%
CIPIX Champlain Mid Cap Institutional
24.40
+1.04%
WISGX Segall Bryant & Hamill Small Cap GrInstl
19.70
+1.03%
BIPIX ProFunds Biotechnology UltraSector Fund
63.18
+1.02%
BIPSX ProFunds Biotechnology UltraSector Fund
39.71
+1.02%
FRESX Fidelity Real Estate Investment Port
37.06
+1.01%
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.07
+1.01%
FSRNX Fidelity Real Estate Index
15.09
+1.00%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
19.14
+1.00%
CSJIX Cohen & Steers Realty Shares I
62.57
+1.00%
CSJAX Cohen & Steers Realty Shares A
62.57
+1.00%
CSRSX Cohen & Steers Realty Shares L
62.59
+1.00%
CSJRX Cohen & Steers Realty Shares R
62.62
+1.00%
CSRIX Cohen & Steers Instl Realty Shares
45.80
+0.99%
FSERX Franklin Real Estate Securities R6
17.32
+0.99%
CIPMX Champlain Mid Cap Adv
23.46
+0.99%
DFSGX DF Dent Small Cap Growth Institutional
22.44
+0.99%
CSJCX Cohen & Steers Realty Shares C
62.23
+0.99%
CSJZX Cohen & Steers Realty Shares Z
62.71
+0.98%
FRRSX Franklin Real Estate Securities C
15.60
+0.97%
FREEX Franklin Real Estate Securities A
16.94
+0.95%
JSVAX Janus Henderson Contrarian T
27.56
+0.95%
DFDSX DF Dent Small Cap Growth Investor
22.29
+0.95%
GURIX Guggenheim Risk Managed Real Estt Instl
31.17
+0.94%
FRLAX Franklin Real Estate Securities Adv
17.25
+0.94%
PSGAX Virtus KAR Small-Cap Growth A
30.28
+0.93%
JCNRX Janus Henderson Contrarian Fund
26.01
+0.93%
GURCX Guggenheim Risk Managed Real Estt C
30.38
+0.93%
BRUSX Bridgeway Ultra-Small Company
27.18
+0.93%
PSGCX Virtus KAR Small-Cap Growth C
23.99
+0.93%
JCNIX Janus Henderson Contrarian Fund
27.34
+0.92%
ANOIX American Century Small Cap Growth Inv
19.72
+0.92%
GURAX Guggenheim Risk Managed Real Estt A
30.69
+0.92%
JCNAX Janus Henderson Contrarian Fund
27.42
+0.92%
PXSGX Virtus KAR Small-Cap Growth I
31.87
+0.92%
NEAGX Needham Aggressive Growth Retail
47.30
+0.92%
FEGOX First Eagle Gold C
23.11
+0.92%
JCNNX Janus Henderson Contrarian Fund
27.54
+0.92%
JCNCX Janus Henderson Contrarian Fund
24.24
+0.92%
AGCLX American Century Global Small Cap A
17.63
+0.92%
GURPX Guggenheim Risk Managed Real Estt P
30.87
+0.92%
FEGIX First Eagle Gold I
26.48
+0.91%
WSMDX William Blair Small-Mid Cap Growth I
28.69
+0.91%
JCONX Janus Henderson Contrarian Fund
27.59
+0.91%
JACNX Janus Henderson Contrarian D
27.59
+0.91%
FEURX First Eagle Gold R6
26.56
+0.91%
NEAIX Needham Aggressive Growth Institutional
49.81
+0.91%
VRSGX Virtus KAR Small-Cap Growth R6
32.14
+0.91%
SGGDX First Eagle Gold A
25.59
+0.91%
AGCVX American Century Global Small Cap Inv
17.95
+0.90%
NBGAX Neuberger Berman Genesis Adv
61.04
+0.89%
NBGEX Neuberger Berman Genesis Tr
62.25
+0.89%
NBGNX Neuberger Berman Genesis Inv
62.52
+0.89%
NRGSX Neuberger Berman Genesis Fund
62.66
+0.89%