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 2070+ | |||
| 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 | 1.65% | |||
| Dividend | PLTFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | PLTFX-NASDAQ | Click to Compare |
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| Cash | 0.17% | |||
| Stock | 96.93% | |||
| U.S. Stock | 64.15% | |||
| Non-U.S. Stock | 32.78% | |||
| Bond | 2.84% | |||
| U.S. Bond | 2.69% | |||
| Non-U.S. Bond | 0.15% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | PLTFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.39% | |||
| 30-Day Total Return | 3.32% | |||
| 60-Day Total Return | 3.39% | |||
| 90-Day Total Return | 13.31% | |||
| Year to Date Total Return | 8.86% | |||
| 1-Year Total Return | 21.43% | |||
| 2-Year Total Return | 33.30% | |||
| 3-Year Total Return | 55.10% | |||
| 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 | $15.23 | |||
| 1-Month Low NAV | $14.70 | |||
| 1-Month High NAV | $15.32 | |||
| 52-Week Low NAV | $13.10 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $15.32 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | PLTFX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 12.06 | |||
| Balance Sheet | PLTFX-NASDAQ | Click to Compare |
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| Total Assets | 109.11M | |||
| 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 | 22.28% | |||
| Last Bear Market Total Return | -- | |||