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Nasdaq - Delayed Quote USD

Principal LifeTime 2070 J (PLTLX)

12.45
+0.06
+(0.48%)
At close: 6:26:58 PM EDT

Top 10 Holdings (91.94% of Total Assets)

SymbolCompany% Assets
PIIDX
Principal International Equity R-6 22.87%
PLFIX
Principal Large Cap S&P 500 Index Inst 11.62%
PGBHX
Principal Blue Chip R6 11.55%
PLCGX
Principal LargeCap Growth I R6 11.15%
PEIIX
Principal Equity Income Fund 11.07%
PLVIX
Principal Large Cap Value III Inst 11.01%
PSMLX
Principal SmallCap R6 4.00%
PMAQX
Principal MidCap R6 3.06%
PICNX
Principal Core Fixed Income R6 2.98%
PMDHX
Principal Small-MidCap Dividend Inc R6 2.64%
Get Quotes for Top Holdings

Sector Weightings

SectorPLTLX
Financial Services   19.37%
Technology   18.97%
Consumer Cyclical   11.39%
Industrials   11.20%
Healthcare   10.86%
Communication Services   8.66%
Real Estate   5.12%
Consumer Defensive   4.82%
Basic Materials   3.60%
Energy   3.60%
Utilities   2.40%

Overall Portfolio Composition (%)

Cash 0.44%
Stocks 95.07%
Bonds 4.08%
Others 0.38%
Preferred 0.03%
Convertible 0.00%

Bond Ratings

US Government 1.09%
AAA 38.32%
AA 1.51%
A 16.18%
BBB 22.27%
BB 7.42%
B 10.45%
Below B 3.55%
Other 0.30%

Equity Holdings

Average PLTLX Category Average
Price/Earnings 0.05 0.05
Price/Book 0.35 0.38
Price/Sales 0.44 0.51
Price/Cashflow 0.07 0.08
Median Market Cap 96,889.55 83,115.13
3 Year Earnings Growth 11.75 20.66

Bond Holdings

Average PLTLX Category Average
Maturity -- --
Duration 4.35 3.41
Credit Quality -- --

Performance & Risk

YTD Return -1.83%
5y Average Return 0.00%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Target-Date 2065+
Fund Family Principal Funds
Net Assets 58.78M
YTD Return -0.87%
Yield 1.22%
Morningstar Rating --
Inception Date Mar 01, 2023

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.

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