Principal Lifetime 2070 Fund R3
PLTDX
NASDAQ
| Weiss Ratings | PLTDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PLTDX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (2), Scott W. Smith (2), Randy L. Welch (2), 3 others | |||
| Website | -- | |||
| Fund Information | PLTDX-NASDAQ | Click to Compare |
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| Fund Name | Principal Lifetime 2070 Fund R3 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLTDX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.14% | |||
| Dividend | PLTDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | PLTDX-NASDAQ | Click to Compare |
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| Cash | 1.06% | |||
| Stock | 94.61% | |||
| U.S. Stock | 67.03% | |||
| Non-U.S. Stock | 27.58% | |||
| Bond | 4.27% | |||
| U.S. Bond | 4.02% | |||
| Non-U.S. Bond | 0.25% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | PLTDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.11% | |||
| 30-Day Total Return | 0.96% | |||
| 60-Day Total Return | -1.10% | |||
| 90-Day Total Return | -2.55% | |||
| Year to Date Total Return | 1.12% | |||
| 1-Year Total Return | 8.00% | |||
| 2-Year Total Return | 29.08% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | PLTDX-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 | PLTDX-NASDAQ | Click to Compare |
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| Nav | $12.57 | |||
| 1-Month Low NAV | $11.02 | |||
| 1-Month High NAV | $12.57 | |||
| 52-Week Low NAV | $11.02 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.34 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PLTDX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | PLTDX-NASDAQ | Click to Compare |
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| Total Assets | 61.37M | |||
| Operating Ratios | PLTDX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.24% | |||
| Turnover Ratio | 54.00% | |||
| Performance | PLTDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.32% | |||
| Last Bear Market Total Return | -- | |||