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 (9), Todd A. Jablonski (1), 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 | 1.68% | |||
| Dividend | PLTOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | PLTOX-NASDAQ | Click to Compare |
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| Cash | 1.08% | |||
| Stock | 95.77% | |||
| U.S. Stock | 64.16% | |||
| Non-U.S. Stock | 31.61% | |||
| Bond | 2.78% | |||
| U.S. Bond | 2.33% | |||
| Non-U.S. Bond | 0.45% | |||
| Preferred | 0.31% | |||
| Convertible | 0.01% | |||
| Other Net | 0.05% | |||
| Price History | PLTOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.66% | |||
| 30-Day Total Return | -2.14% | |||
| 60-Day Total Return | -3.56% | |||
| 90-Day Total Return | -3.14% | |||
| Year to Date Total Return | 7.68% | |||
| 1-Year Total Return | 10.03% | |||
| 2-Year Total Return | 26.49% | |||
| 3-Year Total Return | 57.67% | |||
| 5-Year Total Return | 38.52% | |||
| 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 | $20.04 | |||
| 1-Month Low NAV | $19.98 | |||
| 1-Month High NAV | $20.67 | |||
| 52-Week Low NAV | $17.63 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.93 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PLTOX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 10.93 | |||
| Balance Sheet | PLTOX-NASDAQ | Click to Compare |
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| Total Assets | 1.06B | |||
| 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 | 22.41% | |||
| Last Bear Market Total Return | -14.84% | |||