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Principal LifeTime 2060 Institutional (PLTZX)
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16.35 - YTD Return 7.68%
- Expense Ratio 0.67%
- Category Target-Date 2060+
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 991.83M
- Beta (5Y Monthly) 1.33
- Yield 1.52%
- 5y Average Return --
- Holdings Turnover 10.60%
- Last Dividend 0.27
- Inception Date Mar 1, 2013
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2060. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Principal Funds
Fund Family
Target-Date 2060+
Fund Category
991.83M
Net Assets
2013-03-01
Inception Date
Performance Overview: PLTZX
Trailing returns as of 4/22/2024. Category is Target-Date 2060+.
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Holdings: PLTZX
Top 10 Holdings (86.37% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLTZX
Technology 19.61%
Financial Services 17.43%
Industrials 13.76%
Consumer Cyclical 11.25%
Healthcare 11.18%
Communication Services 5.77%
Real Estate 5.35%
Consumer Defensive 5.10%
Energy 4.65%
Basic Materials 3.85%
Utilities 2.04%
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