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Principal LifeTime 2060 Institutional (PLTZX)

18.45 -0.04 (-0.22%)
At close: 8:00 PM EDT
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  • Previous Close 18.49
  • YTD Return 13.36%
  • Expense Ratio 0.67%
  • Category Target-Date 2060+
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.08B
  • Beta (5Y Monthly) 1.32
  • Yield 1.44%
  • 5y Average Return --
  • Holdings Turnover 10.60%
  • Last Dividend 0.27
  • 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

1.08B

Net Assets

2013-03-01

Inception Date

More about Principal LifeTime 2060 Institutional

Performance Overview: PLTZX

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Trailing returns as of 9/27/2024. Category is Target-Date 2060+.

YTD Return

PLTZX
13.36%
Category
6.10%
 

1-Year Return

PLTZX
20.95%
Category
14.41%
 

3-Year Return

PLTZX
4.05%
Category
4.94%
 

5-Year Return

PLTZX
10.80%
Category
9.53%
 

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Holdings: PLTZX

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Top 10 Holdings (88.15% of Total Assets)

SymbolCompany% Assets
PDIFX
PDIFX 18.30%
PLFIX
Principal Large Cap S&P 500 Index Inst 11.71%
PGBHX
PGBHX 11.57%
PLCGX
PLCGX 11.50%
PEIIX
PEIIX 10.95%
PLVIX
PLVIX 10.86%
PINZX
PINZX 4.02%
PMAQX
PMAQX 3.39%
POEFX
POEFX 3.13%
PICNX
PICNX 2.73%

Sector Weightings

SectorPLTZX
Technology   20.49%
Financial Services   18.53%
Industrials   12.09%
Healthcare   11.49%
Consumer Cyclical   10.54%
Communication Services   6.58%
Real Estate   5.16%
Consumer Defensive   4.89%
Energy   4.19%
Basic Materials   3.68%
Utilities   2.36%
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Recent News: PLTZX

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Research Reports: PLTZX

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