Principal LifeTime 2060 Fund Institutional Class
PLTZX
NASDAQ
| Weiss Ratings | PLTZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PLTZX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (12), Randy L. Welch (12), Scott W. Smith (8), 3 others | |||
| Website | -- | |||
| Fund Information | PLTZX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime 2060 Fund Institutional Class | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLTZX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.48% | |||
| Dividend | PLTZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | PLTZX-NASDAQ | Click to Compare |
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| Cash | 1.63% | |||
| Stock | 94.49% | |||
| U.S. Stock | 66.33% | |||
| Non-U.S. Stock | 28.16% | |||
| Bond | 3.85% | |||
| U.S. Bond | 3.62% | |||
| Non-U.S. Bond | 0.23% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLTZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.85% | |||
| 30-Day Total Return | 3.47% | |||
| 60-Day Total Return | 8.67% | |||
| 90-Day Total Return | 3.41% | |||
| Year to Date Total Return | 4.78% | |||
| 1-Year Total Return | 10.51% | |||
| 2-Year Total Return | 31.55% | |||
| 3-Year Total Return | 35.16% | |||
| 5-Year Total Return | 68.11% | |||
| Price | PLTZX-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 | PLTZX-NASDAQ | Click to Compare |
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| Nav | $18.16 | |||
| 1-Month Low NAV | $17.40 | |||
| 1-Month High NAV | $18.21 | |||
| 52-Week Low NAV | $15.38 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.98 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PLTZX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 15.96 | |||
| Balance Sheet | PLTZX-NASDAQ | Click to Compare |
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| Total Assets | 1.10B | |||
| Operating Ratios | PLTZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.63% | |||
| Turnover Ratio | 37.30% | |||
| Performance | PLTZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.74% | |||
| Last Bear Market Total Return | -14.84% | |||