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Nasdaq - Delayed Quote USD

Principal LifeTime 2070 J (PLTLX)

12.39
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.
Loading Chart for PLTLX
  • Previous Close 12.35
  • YTD Return -0.87%
  • Expense Ratio 0.92%
  • Category Target-Date 2065+
  • Last Cap Gain 7.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 58.78M
  • Beta (5Y Monthly) --
  • Yield 1.22%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.15
  • 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: PLTLX

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Trailing returns as of 4/25/2025. Category is Target-Date 2065+.

YTD Return

PLTLX
0.87%
Category
0.00%
 

1-Year Return

PLTLX
4.07%
Category
0.00%
 

3-Year Return

PLTLX
0.00%
Category
0.00%
 

5-Year Return

PLTLX
0.00%
Category
0.00%
 

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Holdings: PLTLX

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Sector Weightings

SectorPLTLX
Technology   18.97%
Industrials   11.20%
Healthcare   10.86%
Real Estate   5.12%
Energy   3.60%
Utilities   2.40%

Recent News: PLTLX

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Research Reports: PLTLX

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