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Nasdaq - Delayed Quote USD

Principal LifeTime 2060 R5 (PLTOX)

17.36
+0.28
+(1.64%)
At close: May 2 at 8:01:59 PM EDT
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  • Previous Close 17.08
  • YTD Return -0.82%
  • Expense Ratio 0.89%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.05B
  • Beta (5Y Monthly) 1.29
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 37.30%
  • Last Dividend 0.24
  • 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 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 2060+

Fund Category

1.05B

Net Assets

2013-03-01

Inception Date

More about Principal LifeTime 2060 R5

Performance Overview: PLTOX

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Trailing returns as of 5/1/2025. Category is Target-Date 2060+.

YTD Return

PLTOX
0.82%
Category
6.10%
 

1-Year Return

PLTOX
4.16%
Category
14.41%
 

3-Year Return

PLTOX
5.54%
Category
4.94%
 

5-Year Return

PLTOX
13.84%
Category
9.53%
 

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Holdings: PLTOX

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Sector Weightings

SectorPLTOX
Financial Services   19.39%
Technology   18.93%
Healthcare   11.13%
Consumer Cyclical   11.11%
Industrials   10.54%
Communication Services   9.08%
Consumer Defensive   5.26%
Real Estate   5.07%
Basic Materials   3.67%
Energy   3.62%
Utilities   2.21%
View More

Recent News: PLTOX

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Research Reports: PLTOX

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