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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

Top 10 Holdings (92.39% of Total Assets)

SymbolCompany% Assets
PDIFX
Principal Diversified International R6 21.45%
PLFIX
Principal Large Cap S&P 500 Index Inst 12.04%
PGBHX
Principal Blue Chip R6 11.96%
PLCGX
Principal LargeCap Growth I R6 11.88%
PEIIX
Principal Equity Income Fund 11.22%
PLVIX
Principal Large Cap Value III Inst 11.17%
PSMLX
Principal SmallCap R6 4.23%
PMAQX
Principal MidCap R6 3.10%
PMDHX
Principal Small-MidCap Dividend Inc R6 2.69%
PICNX
Principal Core Fixed Income R6 2.65%
Get Quotes for Top Holdings

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%

Overall Portfolio Composition (%)

Cash 1.21%
Stocks 94.63%
Bonds 3.65%
Others 0.49%
Preferred 0.02%
Convertible 0.00%

Bond Ratings

US Government 0.94%
AAA 40.66%
AA 1.47%
A 14.70%
BBB 20.75%
BB 7.13%
B 11.06%
Below B 3.71%
Other 0.51%

Equity Holdings

Average PLTMX Category Average
Price/Earnings 0.04 17.45
Price/Book 0.32 2.09
Price/Sales 0.4 1.55
Price/Cashflow 0.06 7.5
Median Market Cap 106,872.63 34,028.42
3 Year Earnings Growth 17.76 10.51

Bond Holdings

Average PLTMX Category Average
Maturity -- 7.26
Duration 4.34 5.61
Credit Quality -- --

Performance & Risk

YTD Return 15.66%
5y Average Return 9.73%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Principal Funds
Net Assets 1.13B
YTD Return 12.44%
Yield 1.19%
Morningstar Rating
Inception Date Mar 01, 2013

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 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.

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