Principal LifeTime 2060 Fund Class R-5
PLTOX
NASDAQ
| Weiss Ratings | PLTOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PLTOX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (13), Scott W. Smith (8), Todd A. Jablonski (0), 2 others | |||
| Website | -- | |||
| Fund Information | PLTOX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime 2060 Fund Class R-5 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2013 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLTOX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.75% | |||
| Dividend | PLTOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.72% | |||
| Asset Allocation | PLTOX-NASDAQ | Click to Compare |
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| Cash | 0.60% | |||
| Stock | 96.13% | |||
| U.S. Stock | 62.06% | |||
| Non-U.S. Stock | 34.07% | |||
| Bond | 3.20% | |||
| U.S. Bond | 3.03% | |||
| Non-U.S. Bond | 0.17% | |||
| Preferred | 0.02% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | PLTOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.01% | |||
| 30-Day Total Return | -2.87% | |||
| 60-Day Total Return | -4.34% | |||
| 90-Day Total Return | -2.61% | |||
| Year to Date Total Return | -1.82% | |||
| 1-Year Total Return | 19.67% | |||
| 2-Year Total Return | 22.12% | |||
| 3-Year Total Return | 47.29% | |||
| 5-Year Total Return | 39.76% | |||
| Price | PLTOX-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 | PLTOX-NASDAQ | Click to Compare |
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| Nav | $18.27 | |||
| 1-Month Low NAV | $17.63 | |||
| 1-Month High NAV | $18.94 | |||
| 52-Week Low NAV | $15.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.23 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PLTOX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 10.75 | |||
| Balance Sheet | PLTOX-NASDAQ | Click to Compare |
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| Total Assets | 1.21B | |||
| Operating Ratios | PLTOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 47.40% | |||
| Performance | PLTOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.57% | |||
| Last Bear Market Total Return | -14.84% | |||