Principal LifeTime 2030 Fund Class J
PLTJX
NASDAQ
| Weiss Ratings | PLTJX-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 | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (19), Scott W. Smith (9), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LifeTime 2030 Fund Class J | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jun 15, 2001 | |||
| 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 | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.55% | |||
| Dividend | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.65% | |||
| Asset Allocation | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.39% | |||
| Stock | 57.16% | |||
| U.S. Stock | 38.27% | |||
| Non-U.S. Stock | 18.89% | |||
| Bond | 40.39% | |||
| U.S. Bond | 36.45% | |||
| Non-U.S. Bond | 3.94% | |||
| Preferred | 1.92% | |||
| Convertible | 0.08% | |||
| Other Net | 0.06% | |||
| Price History | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.86% | |||
| 30-Day Total Return | -0.53% | |||
| 60-Day Total Return | -2.36% | |||
| 90-Day Total Return | -2.23% | |||
| Year to Date Total Return | 4.36% | |||
| 1-Year Total Return | 5.90% | |||
| 2-Year Total Return | 17.79% | |||
| 3-Year Total Return | 39.87% | |||
| 5-Year Total Return | 22.34% | |||
| Price | PLTJX-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 | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.84 | |||
| 1-Month Low NAV | $14.82 | |||
| 1-Month High NAV | $15.01 | |||
| 52-Week Low NAV | $13.77 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $15.61 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 8.11 | |||
| Balance Sheet | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.12B | |||
| Operating Ratios | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.67% | |||
| Turnover Ratio | 32.10% | |||
| Performance | PLTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 15.47% | |||
| Last Bear Market Total Return | -11.65% | |||