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Nasdaq - Delayed Quote USD

Principal LifeTime 2060 R4 (PLTMX)

18.40
+0.08
+(0.44%)
At close: November 22 at 8:00:57 PM EST
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  • Previous Close 18.32
  • YTD Return 12.44%
  • Expense Ratio 1.05%
  • Category Target-Date 2060+
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.13B
  • Beta (5Y Monthly) 1.30
  • Yield 1.19%
  • 5y Average Return --
  • Holdings Turnover 10.60%
  • Last Dividend 0.22
  • Inception Date Mar 1, 2013

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 2060. It is a fund of funds and invests in underlying funds of 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 2060+

Fund Category

1.13B

Net Assets

2013-03-01

Inception Date

More about Principal LifeTime 2060 R4

Performance Overview: PLTMX

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Trailing returns as of 11/21/2024. Category is Target-Date 2060+.

YTD Return

PLTMX
12.44%
Category
6.10%
 

1-Year Return

PLTMX
29.13%
Category
14.41%
 

3-Year Return

PLTMX
3.28%
Category
4.94%
 

5-Year Return

PLTMX
9.50%
Category
9.53%
 

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Holdings: PLTMX

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Sector Weightings

SectorPLTMX
Technology   20.43%
Financial Services   18.94%
Industrials   11.57%
Healthcare   11.09%
Consumer Cyclical   11.00%
Communication Services   7.27%
Real Estate   5.01%
Consumer Defensive   4.71%
Energy   3.84%
Basic Materials   3.62%
Utilities   2.53%
View More

Recent News: PLTMX

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Research Reports: PLTMX

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