Principal Lifetime 2070 Fund R5
PLTFX
NASDAQ
| Weiss Ratings | PLTFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PLTFX-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 | PLTFX-NASDAQ | Click to Compare |
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| Fund Name | Principal Lifetime 2070 Fund R5 | |||
| 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 | PLTFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.82% | |||
| Dividend | PLTFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | PLTFX-NASDAQ | Click to Compare |
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| Cash | 0.69% | |||
| Stock | 96.06% | |||
| U.S. Stock | 61.31% | |||
| Non-U.S. Stock | 34.75% | |||
| Bond | 3.19% | |||
| U.S. Bond | 3.03% | |||
| Non-U.S. Bond | 0.16% | |||
| Preferred | 0.02% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | PLTFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.07% | |||
| 30-Day Total Return | -2.82% | |||
| 60-Day Total Return | -4.31% | |||
| 90-Day Total Return | -2.62% | |||
| Year to Date Total Return | -1.78% | |||
| 1-Year Total Return | 19.66% | |||
| 2-Year Total Return | 22.04% | |||
| 3-Year Total Return | 47.19% | |||
| 5-Year Total Return | -- | |||
| Price | PLTFX-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 | PLTFX-NASDAQ | Click to Compare |
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| Nav | $13.74 | |||
| 1-Month Low NAV | $13.25 | |||
| 1-Month High NAV | $14.24 | |||
| 52-Week Low NAV | $11.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.72 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PLTFX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 11.54 | |||
| Balance Sheet | PLTFX-NASDAQ | Click to Compare |
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| Total Assets | 101.86M | |||
| Operating Ratios | PLTFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.88% | |||
| Turnover Ratio | 47.90% | |||
| Performance | PLTFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.61% | |||
| Last Bear Market Total Return | -- | |||