Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal LifeTime 2070 J (PLTLX)

12.45
+0.06
+(0.48%)
At close: 6:06:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.83%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Apr 25, 2025) 12.98%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 12.98%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLTLX
Category
YTD
-0.87%
0.00%
1-Month
-4.00%
0.00%
3-Month
-0.87%
0.00%
1-Year
4.07%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
13.52%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
PLTLX
Category
2025
--
--
2024
12.98%
--
2023
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.87% -- -- --
2024 7.61% 0.41% 6.40% -1.72%
2023 6.48% -4.06% 11.54% --

Rank in Category (By Total Return)

YTD 57
1-Month 87
3-Month 57
1-Year 90
3-Year --
5-Year --

Load Adjusted Returns

1-Year 3.07%
3-Year --
5-Year --
10-Year --

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.

Related Tickers

TGCEX TCW Concentrated Large Cap Growth I Cl
28.32
+0.75%
 
TEBRX Teberg
22.89
-0.04%
 
TGVNX TCW Relative Value Mid Cap N
25.68
+0.47%
 
TGVOX TCW Relative Value Mid Cap I
26.67
+0.49%
 
NSRKX Northern World Selection Index K
22.06
+0.55%
 
NSRIX Northern World Selection Index I
22.05
+0.55%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
34.13
+0.59%
 
FPHAX Fidelity Select Pharmaceuticals Port
24.53
+1.66%
 
RYLDX Rydex Dow 2x Strategy A
147.73
+1.46%
 
RYCVX Rydex Dow 2x Strategy H
147.09
+1.46%
 
RYCYX Rydex Dow 2x Strategy C
121.67
+1.46%
 
LCMGX Lord Abbett Micro Cap Growth Fund
17.68
+1.43%
 
LFMGX Lord Abbett Micro Cap Growth F
18.53
+1.42%
 
LMIYX Lord Abbett Micro Cap Growth I
18.53
+1.42%
 
LFSFX Lord Abbett Focused Small Cap Value F
25.97
+1.41%
 
LFVCX Lord Abbett Focused Small Cap Value C
24.56
+1.40%
 
INPIX ProFunds Internet UltraSector Inv
50.14
+1.40%
 
LFVAX Lord Abbett Focused Small Cap Value A
23.42
+1.39%
 
LMVVX Lord Abbett Focused Small Cap Value R5
25.81
+1.37%
 
INPSX ProFunds Internet UltraSector Svc
31.80
+1.37%
 
LMVOX Lord Abbett Focused Small Cap Value F3
25.90
+1.37%
 
LMVWX Lord Abbett Focused Small Cap Value R6
25.90
+1.37%
 
VFPIX Private Capital Management Value Fund
17.14
+1.36%
 
EILGX Eaton Vance Atlanta Capital Focused Gr I
18.05
+1.35%
 
BPTIX Baron Partners Institutional
188.47
+1.34%
 
BPTRX Baron Partners Retail
180.34
+1.34%
 
WGROX Wasatch Core Growth
80.08
+1.21%
 
WIGRX Wasatch Core Growth Institutional
81.88
+1.21%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
450.19
+1.21%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
450.04
+1.21%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
315.82
+1.20%
 
WGMCX Wasatch Ultra Growth Institutional
28.89
+1.19%
 
ARTYX Artisan Developing World Investor
22.62
+1.16%
 
BGRIX Baron Growth Fund
87.47
+1.16%
 
PHLAX PGIM Jennison Health Sciences A
32.46
+1.15%
 
CNPIX Consumer Staples UltraSector ProFund Inv
76.56
+1.15%
 
CNPSX Consumer Staples UltraSector ProFund Svc
66.42
+1.14%
 
PHSZX PGIM Jennison Health Sciences Z
41.63
+1.14%
 
COAGX Gator Capital L/S Fd
48.72
+1.14%
 
APHYX Artisan Developing World Fund
23.07
+1.14%
 
PHLQX PGIM Jennison Health Sciences R6
42.06
+1.13%
 
PJHRX PGIM Jennison Health Sciences R
29.90
+1.12%
 
APDYX Artisan Developing World Fund
22.90
+1.10%
 
GIOTX GMO Intl Developed Equity Allc III
19.67
+1.08%
 
BISMX Brandes International Small Cap Equity Fund
21.56
+1.08%
 
BISRX Brandes International Small Cap Equity Fund
21.71
+1.07%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
48.25
+1.07%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
60.85
+1.06%
 
BISAX Brandes International Small Cap Equity Fund
21.39
+1.04%
 
BINCX Brandes International Small Cap Equity Fund
20.43
+1.04%
 
TFIFX T. Rowe Price Financial Services I
41.90
+1.01%
 
PRISX T. Rowe Price Financial Services
41.99
+1.01%
 
CSMCX Congress Small Cap Growth Institutional
42.44
+1.00%
 
NGRRX Nuveen International Value I
31.33
+1.00%
 
CSMVX Congress Small Cap Growth Retail
36.85
+0.99%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
106.05
+0.98%
 
BSFIX Baron Small Cap Instl
29.35
+0.96%
 
MISMX Matthews EM Sm Coms Instl
23.13
+0.96%
 
MSMLX Matthews EM Sm Coms Inv
23.15
+0.96%
 
DHLTX Diamond Hill Select I
22.24
+0.95%
 
DHTYX Diamond Hill Select Fund
22.37
+0.95%
 
BSCFX Baron Small Cap Retail
26.79
+0.94%
 
DVSMX Driehaus Small Cap Growth Investor
19.50
+0.93%
 
VLAAX Value Line Asset Allocation Investor
41.23
+0.93%
 
BSCUX Baron Small Cap R6
29.33
+0.93%
 
SMFYX American Beacon Stephens Mid-Cap Gr Y
35.93
+0.93%
 
DHTAX Diamond Hill Select Fund
21.86
+0.92%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
167.30
+0.92%
 
SMFAX American Beacon Stephens Mid-Cap Gr A
28.60
+0.92%
 
DNSMX Driehaus Small Cap Growth Institutional
19.91
+0.91%
 
STMGX American Beacon Stephens Mid-Cap Growth Fund
28.81
+0.91%
 
MRFOX Marshfield Concentrated Opportunity
32.34
+0.90%
 
DFDSX DF Dent Small Cap Growth Investor
22.34
+0.90%
 
VLAIX Value Line Asset Allocation Instl
41.34
+0.90%
 
DEOPX Davenport Equity Opportunities
23.52
+0.90%
 
WWNPX Kinetics Paradigm No Load
153.44
-0.92%
 
KNPYX Kinetics Paradigm Instl
155.72
-0.92%
 
SFMIX American Beacon Stephens Mid-Cap Gr R5
36.38
+0.89%
 
FSPCX Fidelity Select Insurance Port
92.27
+0.89%
 
BARIX Baron Asset Instl
95.76
+0.88%
 
WBSIX William Blair Small Cap Growth I
30.90
+0.88%
 
MSFAX Morgan Stanley Inst Global Franchise I
34.36
+0.88%
 
MSFBX Morgan Stanley Inst Global Franchise A
33.32
+0.88%
 
WBSRX William Blair Small Cap Growth R6
31.04
+0.88%
 
WBSNX William Blair Small Cap Growth N
25.30
+0.88%
 
AGFIX AB Growth I
120.84
+0.88%
 
ATHAX American Century Heritage A
18.51
+0.87%
 
AGRYX AB Growth Advisor
121.53
+0.87%
 
AGRFX AB Growth A
101.86
+0.87%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.69
+0.86%
 
EIERX Eaton Vance Stock I
20.00
+0.86%
 
CSRYX Columbia Select Large Cap Value Inst3
35.42
+0.85%
 
TMPRX Touchstone Mid Cap R6
51.97
+0.85%
 
CSVGX Columbia Select Large Cap Value S
34.65
+0.84%
 
CSVZX Columbia Select Large Cap Value Inst
34.65
+0.84%
 
SLVIX Columbia Select Large Cap Value Inst2
34.67
+0.84%
 
MGRIX Marsico Growth
23.93
+0.84%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.78
+0.84%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.62
+0.84%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.70
+0.84%