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Principal LifeTime 2070 R3 (PLTDX)

12.36
+0.05
+(0.41%)
At close: May 1 at 6:47:29 PM EDT
Loading Chart for PLTDX
  • Previous Close 12.31
  • YTD Return -0.88%
  • Expense Ratio 1.24%
  • Category Target-Date 2065+
  • Last Cap Gain 7.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 58.78M
  • Beta (5Y Monthly) --
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.14
  • 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. 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 2065+

Fund Category

58.78M

Net Assets

2023-03-01

Inception Date

Performance Overview: PLTDX

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Trailing returns as of 4/30/2025. Category is Target-Date 2065+.

YTD Return

PLTDX
0.88%
Category
0.00%
 

1-Year Return

PLTDX
3.77%
Category
0.00%
 

3-Year Return

PLTDX
0.00%
Category
0.00%
 

5-Year Return

PLTDX
0.00%
Category
0.00%
 

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Holdings: PLTDX

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Sector Weightings

SectorPLTDX
Technology   18.82%
Healthcare   11.10%
Industrials   10.61%
Real Estate   5.19%
Energy   3.64%
Utilities   2.23%

Recent News: PLTDX

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Research Reports: PLTDX

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