Principal LifeTime 2060 Fund Inst (PLTZX)
20.95
-0.10
(-0.48%)
USD |
Aug 24 2026
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.59% | 1.148B | -- | 47.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -188.87M | 15.87% |
Basic Info
| Investment Strategy | |
| The Fund seeks a total return consisting of long-term growth of capital and current income. The Fund invests in domestic and foreign equity, real asset and alternative investments, & fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to year 2060. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Principal |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
97
-37.31M
Peer Group Low
308.72M
Peer Group High
1 Year
% Rank:
98
-188.87M
-257.93M
Peer Group Low
3.302B
Peer Group High
3 Months
% Rank:
89
-216.00M
Peer Group Low
751.25M
Peer Group High
3 Years
% Rank:
100
-168.88M
Peer Group Low
10.52B
Peer Group High
6 Months
% Rank:
98
-135.00M
Peer Group Low
1.572B
Peer Group High
5 Years
% Rank:
70
-42.78M
Peer Group Low
14.65B
Peer Group High
YTD
% Rank:
94
-230.96M
Peer Group Low
2.110B
Peer Group High
10 Years
% Rank:
54
20.46M
Peer Group Low
17.88B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of August 25, 2026.
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.65% |
| Stock | 95.31% |
| Bond | 3.69% |
| Convertible | 0.00% |
| Preferred | 0.02% |
| Other | 0.32% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Inst | 25.63% | 36.44 | -0.27% |
| Principal International Equity Fund R-6 | 24.64% | 18.25 | -0.71% |
| Principal Equity Income Fund Inst | 7.29% | 46.75 | 0.15% |
| Principal LargeCap Value Fund III Inst | 6.98% | 20.61 | 0.24% |
| Principal Global Emerging Markets Fund R-6 | 6.74% | 40.82 | -1.76% |
| Principal LargeCap Growth Fund I R-6 | 5.96% | 16.36 | -1.27% |
| Principal Blue Chip Fund R-6 | 5.58% | 42.77 | 0.28% |
| Principal SmallCap Fund R-6 | 4.39% | 36.00 | -0.99% |
| Principal Small-MidCap Dividend Income Fund R6 | 2.63% | 22.84 | -0.31% |
| Principal Real Estate Securities Fund R-6 | 2.50% | 32.09 | 0.53% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.00% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP | No |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Projected Income
| Type | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Qualified Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Normal
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
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Qualified
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
LT Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Ordinary Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Non-Qual
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ST Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Interest
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Tax-Exempt
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ROC
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
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Other
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Total
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
As of July 31, 2026.
Basic Info
| Investment Strategy | |
| The Fund seeks a total return consisting of long-term growth of capital and current income. The Fund invests in domestic and foreign equity, real asset and alternative investments, & fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to year 2060. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Principal |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (8-24-26) | 1.90% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 21 |
| Stock | |
| Weighted Average PE Ratio | 29.75 |
| Weighted Average Price to Sales Ratio | 7.269 |
| Weighted Average Price to Book Ratio | 8.580 |
| Weighted Median ROE | 73.70% |
| Weighted Median ROA | 13.42% |
| Return on Investment (TTM) | 20.34% |
| Earning Yield | 0.0451 |
| LT Debt / Shareholders Equity | 0.7279 |
| Number of Equity Holdings | 0 |
As of July 31, 2026
Growth Metrics
| EPS Growth (1Y) | 27.25% |
| EPS Growth (3Y) | 17.77% |
| EPS Growth (5Y) | 20.59% |
| Sales Growth (1Y) | 14.34% |
| Sales Growth (3Y) | 13.48% |
| Sales Growth (5Y) | 15.06% |
| Sales per Share Growth (1Y) | 18.46% |
| Sales per Share Growth (3Y) | 14.30% |
| Operating Cash Flow - Growth Rate (3Y) | 20.83% |
As of July 31, 2026
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:PLTZX", "name") |
| Broad Asset Class: =YCI("M:PLTZX", "broad_asset_class") |
| Broad Category: =YCI("M:PLTZX", "broad_category_group") |
| Prospectus Objective: =YCI("M:PLTZX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |