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Principal LifeTime 2030 J (PLTJX)

13.49
+0.01
+(0.07%)
At close: 8:04:24 PM EDT
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  • Previous Close 13.48
  • YTD Return 0.44%
  • Expense Ratio 0.70%
  • Category Target-Date 2030
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.13B
  • Beta (5Y Monthly) 1.02
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 38.70%
  • Last Dividend 0.35
  • Inception Date Mar 1, 2001

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 2030. 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 2030

Fund Category

5.13B

Net Assets

2001-03-01

Inception Date

Performance Overview: PLTJX

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Trailing returns as of 4/14/2025. Category is Target-Date 2030.

YTD Return

PLTJX
0.44%
Category
7.97%
 

1-Year Return

PLTJX
4.57%
Category
25.53%
 

3-Year Return

PLTJX
3.81%
Category
11.28%
 

5-Year Return

PLTJX
9.82%
Category
10.98%
 

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Holdings: PLTJX

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Sector Weightings

SectorPLTJX
Technology   19.09%
Industrials   11.02%
Healthcare   10.76%
Real Estate   5.84%
Energy   3.58%
Utilities   2.43%

Recent News: PLTJX

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Research Reports: PLTJX

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