Principal LifeTime Strategic Income Fund Class J
PLSJX
NASDAQ
| Weiss Ratings | PLSJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PLSJX-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 | PLSJX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime Strategic Income Fund Class J | |||
| Category | Target-Date Retirement | |||
| 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 | PLSJX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.93% | |||
| Dividend | PLSJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.02% | |||
| Asset Allocation | PLSJX-NASDAQ | Click to Compare |
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| Cash | -9.67% | |||
| Stock | 35.71% | |||
| U.S. Stock | 24.52% | |||
| Non-U.S. Stock | 11.19% | |||
| Bond | 73.81% | |||
| U.S. Bond | 69.38% | |||
| Non-U.S. Bond | 4.43% | |||
| Preferred | 0.09% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | PLSJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | 0.17% | |||
| 60-Day Total Return | 2.55% | |||
| 90-Day Total Return | 3.92% | |||
| Year to Date Total Return | 5.71% | |||
| 1-Year Total Return | 7.37% | |||
| 2-Year Total Return | 17.82% | |||
| 3-Year Total Return | 20.16% | |||
| 5-Year Total Return | 18.39% | |||
| Price | PLSJX-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 | PLSJX-NASDAQ | Click to Compare |
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| Nav | $11.65 | |||
| 1-Month Low NAV | $11.56 | |||
| 1-Month High NAV | $11.72 | |||
| 52-Week Low NAV | $10.64 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.83 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PLSJX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 8.19 | |||
| Balance Sheet | PLSJX-NASDAQ | Click to Compare |
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| Total Assets | 723.00M | |||
| Operating Ratios | PLSJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.66% | |||
| Turnover Ratio | 26.70% | |||
| Performance | PLSJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.37% | |||
| Last Bear Market Total Return | -8.41% | |||