Principal Lifetime Hybrid 2070 Fund Class J
PLKJX
NASDAQ
| Weiss Ratings | PLKJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PLKJX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (3), Scott W. Smith (3), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PLKJX-NASDAQ | Click to Compare |
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| Fund Name | Principal Lifetime Hybrid 2070 Fund Class J | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2023 | |||
| 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 | PLKJX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.91% | |||
| Dividend | PLKJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | PLKJX-NASDAQ | Click to Compare |
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| Cash | 0.70% | |||
| Stock | 96.22% | |||
| U.S. Stock | 63.37% | |||
| Non-U.S. Stock | 32.85% | |||
| Bond | 3.04% | |||
| U.S. Bond | 2.77% | |||
| Non-U.S. Bond | 0.27% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLKJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.06% | |||
| 30-Day Total Return | -2.69% | |||
| 60-Day Total Return | -3.83% | |||
| 90-Day Total Return | -1.85% | |||
| Year to Date Total Return | -1.00% | |||
| 1-Year Total Return | 24.00% | |||
| 2-Year Total Return | 27.14% | |||
| 3-Year Total Return | 55.95% | |||
| 5-Year Total Return | -- | |||
| Price | PLKJX-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 | PLKJX-NASDAQ | Click to Compare |
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| Nav | $14.81 | |||
| 1-Month Low NAV | $14.28 | |||
| 1-Month High NAV | $15.33 | |||
| 52-Week Low NAV | $11.31 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.63 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | PLKJX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 11.91 | |||
| Balance Sheet | PLKJX-NASDAQ | Click to Compare |
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| Total Assets | 15.35M | |||
| Operating Ratios | PLKJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.61% | |||
| Turnover Ratio | 49.50% | |||
| Performance | PLKJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.30% | |||
| Last Bear Market Total Return | -- | |||