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 (18), Randy L. Welch (18), Scott W. Smith (8), 3 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 | 1.27% | |||
| Dividend | PFLJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | PFLJX-NASDAQ | Click to Compare |
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| Cash | 0.25% | |||
| Stock | 94.67% | |||
| U.S. Stock | 65.25% | |||
| Non-U.S. Stock | 29.42% | |||
| Bond | 4.98% | |||
| U.S. Bond | 4.69% | |||
| Non-U.S. Bond | 0.29% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | PFLJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.43% | |||
| 30-Day Total Return | 2.93% | |||
| 60-Day Total Return | 5.03% | |||
| 90-Day Total Return | 9.36% | |||
| Year to Date Total Return | 14.70% | |||
| 1-Year Total Return | 13.76% | |||
| 2-Year Total Return | 40.81% | |||
| 3-Year Total Return | 59.10% | |||
| 5-Year Total Return | 69.13% | |||
| 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 | $18.57 | |||
| 1-Month Low NAV | $17.99 | |||
| 1-Month High NAV | $18.60 | |||
| 52-Week Low NAV | $14.38 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.60 | |||
| 52-Week High Price (Date) | Sep 18, 2025 | |||
| Beta / Standard Deviation | PFLJX-NASDAQ | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 14.26 | |||
| Balance Sheet | PFLJX-NASDAQ | Click to Compare |
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| Total Assets | 3.42B | |||
| Operating Ratios | PFLJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 37.10% | |||
| Performance | PFLJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.59% | |||
| Last Bear Market Total Return | -14.87% | |||