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 (12), Randy L. Welch (12), Scott W. Smith (8), 3 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 | 1.20% | |||
| Dividend | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.63% | |||
| Stock | 94.49% | |||
| U.S. Stock | 66.33% | |||
| Non-U.S. Stock | 28.16% | |||
| Bond | 3.85% | |||
| U.S. Bond | 3.62% | |||
| Non-U.S. Bond | 0.23% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.81% | |||
| 30-Day Total Return | 3.39% | |||
| 60-Day Total Return | 8.65% | |||
| 90-Day Total Return | 3.27% | |||
| Year to Date Total Return | 4.66% | |||
| 1-Year Total Return | 10.15% | |||
| 2-Year Total Return | 30.67% | |||
| 3-Year Total Return | 33.70% | |||
| 5-Year Total Return | 65.11% | |||
| 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 | $17.96 | |||
| 1-Month Low NAV | $17.21 | |||
| 1-Month High NAV | $18.02 | |||
| 52-Week Low NAV | $15.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.75 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 15.93 | |||
| Balance Sheet | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.10B | |||
| Operating Ratios | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.98% | |||
| Turnover Ratio | 37.30% | |||
| Performance | PLTAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.58% | |||
| Last Bear Market Total Return | -14.91% | |||