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Principal LifeTime 2030 A (PTCAX)

13.52
-0.09
(-0.66%)
As of 8:09:23 AM EDT. Market Open.
Loading Chart for PTCAX
  • Previous Close 13.61
  • YTD Return 0.43%
  • Expense Ratio 0.87%
  • Category Target-Date 2030
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.13B
  • Beta (5Y Monthly) 1.01
  • Yield 2.22%
  • 5y Average Return --
  • Holdings Turnover 38.70%
  • Last Dividend 0.32
  • Inception Date Mar 1, 2001

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 2030. 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 2030

Fund Category

5.13B

Net Assets

2001-03-01

Inception Date

Performance Overview: PTCAX

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Trailing returns as of 4/15/2025. Category is Target-Date 2030.

YTD Return

PTCAX
0.43%
Category
7.97%
 

1-Year Return

PTCAX
4.43%
Category
25.53%
 

3-Year Return

PTCAX
3.61%
Category
11.28%
 

5-Year Return

PTCAX
9.61%
Category
10.98%
 

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Holdings: PTCAX

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Sector Weightings

SectorPTCAX
Technology   19.09%
Industrials   11.02%
Healthcare   10.76%
Real Estate   5.84%
Energy   3.58%
Utilities   2.43%

Recent News: PTCAX

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Research Reports: PTCAX

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