Principal LifeTime 2060 Fund Inst (PLTZX)
17.54
+0.02
(+0.11%)
USD |
May 09 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.63% | 1.067B | -- | 37.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 7.326M | 6.80% | Upgrade | Upgrade |
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 |
| 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:
94
-6.130M
Peer Group Low
466.31M
Peer Group High
1 Year
% Rank:
63
7.326M
-241.64M
Peer Group Low
3.417B
Peer Group High
3 Months
% Rank:
40
-5.766M
Peer Group Low
939.54M
Peer Group High
3 Years
% Rank:
37
-110.08M
Peer Group Low
10.32B
Peer Group High
6 Months
% Rank:
98
-200.12M
Peer Group Low
1.689B
Peer Group High
5 Years
% Rank:
30
-41.55M
Peer Group Low
10.21B
Peer Group High
YTD
% Rank:
48
-195.86M
Peer Group Low
1.176B
Peer Group High
10 Years
% Rank:
25
126531.0
Peer Group Low
13.98B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 11, 2025.
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.29% |
| Stock | 94.60% |
| Bond | 3.67% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.39% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal International Equity Fund R-6 | 23.25% | 14.02 | 0.43% |
| Principal LargeCap S&P 500 Index Fund Inst | 11.85% | 27.35 | -0.07% |
| Principal Blue Chip Fund R-6 | 11.73% | 46.35 | -0.34% |
| Principal LargeCap Growth Fund I R-6 | 11.31% | 15.98 | -0.06% |
| Principal Equity Income Fund Inst | 11.08% | 38.60 | -0.08% |
| Principal LargeCap Value Fund III Inst | 11.00% | 18.60 | 0.11% |
| Principal SmallCap Fund R-6 | 3.74% | 26.69 | -0.30% |
| Principal MidCap Fund R-6 | 2.99% | 45.41 | -0.20% |
| Principal Core Fixed Income Fund R-6 | 2.83% | 8.50 | 0.00% |
| Principal Small-MidCap Dividend Income Fund R6 | 2.49% | 17.83 | 0.22% |
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 | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
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 |
| 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 (5-9-25) | 1.57% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | 28.88 |
| Weighted Average Price to Sales Ratio | 5.823 |
| Weighted Average Price to Book Ratio | 6.943 |
| Weighted Median ROE | 29.72% |
| Weighted Median ROA | 10.22% |
| ROI (TTM) | 16.17% |
| Return on Investment (TTM) | 16.17% |
| Earning Yield | 0.0476 |
| LT Debt / Shareholders Equity | 1.004 |
As of March 31, 2025
Growth Metrics
| EPS Growth (1Y) | 22.53% |
| EPS Growth (3Y) | 15.13% |
| EPS Growth (5Y) | 15.64% |
| Sales Growth (1Y) | 11.87% |
| Sales Growth (3Y) | 11.87% |
| Sales Growth (5Y) | 11.47% |
| Sales per Share Growth (1Y) | 16.11% |
| Sales per Share Growth (3Y) | 12.22% |
| Operating Cash Flow - Growth Ratge (3Y) | 15.87% |
As of March 31, 2025
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. |