Principal LifeTime 2060 Fund Class J
PLTAX
NASDAQ
| Weiss Ratings | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (13), Scott W. Smith (9), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LifeTime 2060 Fund Class J | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2013 | |||
| 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 | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.59% | |||
| Dividend | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.08% | |||
| Stock | 95.77% | |||
| U.S. Stock | 64.16% | |||
| Non-U.S. Stock | 31.61% | |||
| Bond | 2.78% | |||
| U.S. Bond | 2.33% | |||
| Non-U.S. Bond | 0.45% | |||
| Preferred | 0.31% | |||
| Convertible | 0.01% | |||
| Other Net | 0.05% | |||
| Price History | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.71% | |||
| 30-Day Total Return | -2.19% | |||
| 60-Day Total Return | -3.56% | |||
| 90-Day Total Return | -3.14% | |||
| Year to Date Total Return | 7.62% | |||
| 1-Year Total Return | 9.97% | |||
| 2-Year Total Return | 26.28% | |||
| 3-Year Total Return | 57.29% | |||
| 5-Year Total Return | 37.84% | |||
| Price | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $20.04 | |||
| 1-Month Low NAV | $19.98 | |||
| 1-Month High NAV | $20.67 | |||
| 52-Week Low NAV | $17.64 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.94 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 10.92 | |||
| Balance Sheet | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.06B | |||
| Operating Ratios | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.93% | |||
| Turnover Ratio | 47.40% | |||
| Performance | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.28% | |||
| Last Bear Market Total Return | -14.91% | |||