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 (2), Scott W. Smith (2), Randy L. Welch (2), 3 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 | 1.25% | |||
| Dividend | PLTFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | PLTFX-NASDAQ | Click to Compare |
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| Cash | 1.64% | |||
| Stock | 94.43% | |||
| U.S. Stock | 66.28% | |||
| Non-U.S. Stock | 28.15% | |||
| Bond | 3.89% | |||
| U.S. Bond | 3.66% | |||
| Non-U.S. Bond | 0.23% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLTFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.79% | |||
| 30-Day Total Return | 3.40% | |||
| 60-Day Total Return | 8.64% | |||
| 90-Day Total Return | 3.32% | |||
| Year to Date Total Return | 4.64% | |||
| 1-Year Total Return | 10.17% | |||
| 2-Year Total Return | 30.69% | |||
| 3-Year Total Return | -- | |||
| 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 | $13.07 | |||
| 1-Month Low NAV | $12.53 | |||
| 1-Month High NAV | $13.11 | |||
| 52-Week Low NAV | $11.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.42 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PLTFX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | PLTFX-NASDAQ | Click to Compare |
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| Total Assets | 67.32M | |||
| Operating Ratios | PLTFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.93% | |||
| Turnover Ratio | 54.00% | |||
| Performance | PLTFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.61% | |||
| Last Bear Market Total Return | -- | |||