C
Principal LifeTime 2065 Institutional Class Shares PLJIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PLJIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info PLJIX-NASDAQ Click to
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Provider Principal Funds
Manager/Tenure (Years) James W. Fennessey (7), Scott W. Smith (7), Randy L. Welch (7), 3 others
Website --
Fund Information PLJIX-NASDAQ Click to
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Fund Name Principal LifeTime 2065 Institutional Class Shares
Category Target-Date 2065+
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Sep 06, 2017
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares PLJIX-NASDAQ Click to
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Dividend Yield 1.40%
Dividend PLJIX-NASDAQ Click to
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Dividend Yield (Forward) 1.98%
Asset Allocation PLJIX-NASDAQ Click to
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Cash 1.40%
Stock 94.72%
U.S. Stock 66.16%
Non-U.S. Stock 28.56%
Bond 3.82%
U.S. Bond 3.60%
Non-U.S. Bond 0.22%
Preferred 0.03%
Convertible 0.00%
Other Net 0.02%
Price History PLJIX-NASDAQ Click to
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7-Day Total Return 2.09%
30-Day Total Return 4.14%
60-Day Total Return 7.75%
90-Day Total Return 13.24%
Year to Date Total Return 9.19%
1-Year Total Return 13.19%
2-Year Total Return 32.43%
3-Year Total Return 51.55%
5-Year Total Return 75.62%
Price PLJIX-NASDAQ Click to
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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 --
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NAV PLJIX-NASDAQ Click to
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Nav $15.56
1-Month Low NAV $14.97
1-Month High NAV $15.56
52-Week Low NAV $12.65
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $15.56
52-Week High Price (Date) Jul 02, 2025
Beta / Standard Deviation PLJIX-NASDAQ Click to
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Beta 1.07
Standard Deviation 15.10
Balance Sheet PLJIX-NASDAQ Click to
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Total Assets 257.32M
Operating Ratios PLJIX-NASDAQ Click to
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Expense Ratio 0.65%
Turnover Ratio 36.60%
Performance PLJIX-NASDAQ Click to
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Last Bull Market Total Return 13.74%
Last Bear Market Total Return -14.81%