Principal LifeTime 2050 Fund Class J
PFLJX
NASDAQ
| Weiss Ratings | PFLJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PFLJX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (19), Scott W. Smith (9), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PFLJX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime 2050 Fund Class J | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jun 15, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PFLJX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.78% | |||
| Dividend | PFLJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | PFLJX-NASDAQ | Click to Compare |
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| Cash | 1.00% | |||
| Stock | 92.89% | |||
| U.S. Stock | 62.26% | |||
| Non-U.S. Stock | 30.63% | |||
| Bond | 5.49% | |||
| U.S. Bond | 4.67% | |||
| Non-U.S. Bond | 0.82% | |||
| Preferred | 0.54% | |||
| Convertible | 0.02% | |||
| Other Net | 0.06% | |||
| Price History | PFLJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.59% | |||
| 30-Day Total Return | -2.06% | |||
| 60-Day Total Return | -3.44% | |||
| 90-Day Total Return | -3.03% | |||
| Year to Date Total Return | 7.55% | |||
| 1-Year Total Return | 9.82% | |||
| 2-Year Total Return | 26.15% | |||
| 3-Year Total Return | 57.36% | |||
| 5-Year Total Return | 38.32% | |||
| Price | PFLJX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PFLJX-NASDAQ | Click to Compare |
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| Nav | $18.51 | |||
| 1-Month Low NAV | $18.46 | |||
| 1-Month High NAV | $19.06 | |||
| 52-Week Low NAV | $16.33 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $19.31 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PFLJX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 10.85 | |||
| Balance Sheet | PFLJX-NASDAQ | Click to Compare |
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| Total Assets | 2.90B | |||
| Operating Ratios | PFLJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.79% | |||
| Turnover Ratio | 44.70% | |||
| Performance | PFLJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.17% | |||
| Last Bear Market Total Return | -14.87% | |||