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Nasdaq - Delayed Quote USD

Principal LifeTime 2070 R3 (PLTDX)

12.36
+0.05
+(0.41%)
As of 8:06:59 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Target-Date 2065+
Fund Family Principal Funds
Net Assets 58.78M
YTD Return -0.88%
Yield 1.14%
Morningstar Rating --
Inception Date Mar 01, 2023

Performance & Risk

YTD Return -0.97%
5y Average Return 0.00%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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