Principal LifeTime Hybrid 2060 Fund Class J (PHJGX)

Fund Assets	11.73M
Expense Ratio	0.67%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.49
Dividend Yield	3.12%
Dividend Growth	26.42%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 31, 2024

Previous Close	15.69
YTD Return	-7.94%
1-Year Return	3.89%
5-Year Return	73.04%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	10
Inception Date	Mar 1, 2018

About PHJGX

PHJGX was founded on 2018-03-01. The Fund's investment strategy focuses on Growth & Income with 0.3% total expense ratio. The minimum amount to invest in Principal Funds, Inc: Principal LifeTime Hybrid 2060 Fund; Class J Shares is $1,000 on a standard taxable account. Principal Funds, Inc: Principal LifeTime Hybrid 2060 Fund; Class J Shares seeks a total return consisting of long-term growth of capital and current income. PHJGX invests in underlying Principal Funds, Inc. domestic and foreign equity, real asset and alternative investments, and fixed-income Funds designed for investors having a retirement investment goal close to the year 2060.

• Category: Target-Date 2060+
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PHJGX
• Share Class: Class J
• Index: S&P Target Date 2060 TR USD

Performance

PHJGX had a total return of 3.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.47%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLKTX	R-6	0.39%
PLTHX	Institutional Class	0.42%

Top 10 Holdings

100.00% of assets

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	56.62%
Principal International Equity Fund R-6 Class	PIIDX	23.28%
Principal MidCap S&P 400 Index Fund Class R6	PMAPX	5.41%
Principal SmallCap S&P 600 Index Fund Class R6	PSPIX	4.87%
Principal Bond Market Index Institutional Class	PNIIX	2.93%
Principal Global Emerging Markets Fund Class R6	PIIMX	2.48%
Principal Real Estate Securities Fund Class R6	PFRSX	2.35%
Principal International Small Company Fund R6	PFISX	1.14%
Principal High Yield Fund Class R-6	PHYFX	0.94%
CASH & RECEIVABLES	n/a	-0.01%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2024	$0.2892	Dec 31, 2024
Dec 19, 2024	$0.2032	Dec 19, 2024
Dec 29, 2023	$0.2498	Dec 29, 2023
Dec 20, 2023	$0.1397	Dec 20, 2023
Dec 30, 2022	$0.1648	Dec 30, 2022
Dec 20, 2022	$0.830	Dec 20, 2022