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 | 1.73% | |||
| Dividend | PFLJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | PFLJX-NASDAQ | Click to Compare |
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| Cash | 0.38% | |||
| Stock | 93.23% | |||
| U.S. Stock | 62.28% | |||
| Non-U.S. Stock | 30.95% | |||
| Bond | 6.27% | |||
| U.S. Bond | 5.93% | |||
| Non-U.S. Bond | 0.34% | |||
| Preferred | 0.08% | |||
| Convertible | 0.00% | |||
| Other Net | 0.05% | |||
| Price History | PFLJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.52% | |||
| 30-Day Total Return | -1.25% | |||
| 60-Day Total Return | 2.33% | |||
| 90-Day Total Return | 0.85% | |||
| Year to Date Total Return | 9.64% | |||
| 1-Year Total Return | 12.14% | |||
| 2-Year Total Return | 27.06% | |||
| 3-Year Total Return | 57.05% | |||
| 5-Year Total Return | 45.86% | |||
| 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 | $18.87 | |||
| 1-Month Low NAV | $18.69 | |||
| 1-Month High NAV | $19.19 | |||
| 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 | 11.41 | |||
| Balance Sheet | PFLJX-NASDAQ | Click to Compare |
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| Total Assets | 3.15B | |||
| 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% | |||