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Principal LifeTime 2070 R3 (PLTDX)

12.24 +0.03 (+0.25%)
At close: 8:00 PM EDT
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  • Previous Close 12.21
  • YTD Return 7.15%
  • 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

More about Principal LifeTime 2070 R3

Performance Overview: PLTDX

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Trailing returns as of 6/26/2024. Category is Target-Date 2065+.

YTD Return

PLTDX
7.15%
Category
0.00%
 

1-Year Return

PLTDX
21.53%
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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Top 10 Holdings (86.41% of Total Assets)

SymbolCompany% Assets
PDIFX
Principal Diversified International R6 15.98%
PLFIX
Principal Large Cap S&P 500 Index Inst 10.28%
PGBHX
Principal Blue Chip R6 10.27%
PLCGX
Principal LargeCap Growth I R6 10.08%
PLVIX
Principal Large Cap Value III Inst 9.71%
PEIIX
Principal Equity Income Inst 9.57%
PINZX
Principal Overseas Fund 6.73%
PCMSX
Principal MidCap Value I R-6 6.13%
PPIMX
Principal MidCap Growth III Inst 3.94%
POEFX
Principal Origin Emerging Markets R6 3.72%

Sector Weightings

SectorPLTDX
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%
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Recent News: PLTDX

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Research Reports: PLTDX

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