Principal LifeTime 2020 Fund Class J (PLFJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.33
+0.03 (0.24%)
Jun 4, 2025, 4:00 PM EDT
0.08%
Fund Assets 4.71B
Expense Ratio 0.71%
Min. Investment $1,000
Turnover n/a
Dividend (ttm) 0.88
Dividend Yield 7.17%
Dividend Growth 48.10%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 31, 2024
Previous Close 12.30
YTD Return 3.20%
1-Year Return 11.43%
5-Year Return 35.90%
52-Week Low 11.37
52-Week High 13.14
Beta (5Y) n/a
Holdings 19
Inception Date Jun 15, 2001

About PLFJX

PLFJX was founded on 2001-06-15. The Fund's investment strategy focuses on Flexible Portfolio with 0.16% total expense ratio. The minimum amount to invest in Principal Funds, Inc: Principal LifeTime 2020 Fund; Class J Shares is $1,000 on a standard taxable account. Principal Funds, Inc: Principal LifeTime 2020 Fund; Class J Shares seeks total return consisting of long-term growth of capital and current income though investing in shares of other Principal Investors Underlying Funds. The underlying funds are intended to give the Fund broad exposure to the domestic and foreign equity and fixed-income markets.

Fund Family Principal Investors
Category Target-Date 2020
Stock Exchange NASDAQ
Ticker Symbol PLFJX
Share Class Class J
Index S&P Target Date 2020 TR

Performance

PLFJX had a total return of 11.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.43%.

Chart

Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 1.489 to 11.434.
End of interactive chart.

Other Share Classes

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

Symbol Share Class Expense Ratio
PLWIX Institutional Class 0.54%
PTBPX R-5 0.79%
PTBAX Class A 0.91%
PTBMX R-3 1.10%

Top 10 Holdings

92.18% of assets
Name Symbol Weight
Principal Core Fixed Income Fund Class R-6 PICNX 33.22%
Principal Short-Term Income Fund Institutional Class PSHIX 13.79%
Principal International Equity Fund R-6 Class PIIDX 10.27%
Principal High Yield Fund Class R-6 PHYFX 5.76%
Principal Inflation Protection Fund Institutional Class PIPIX 5.30%
Principal LargeCap S&P 500 Index Fund Institutional Class PLFIX 5.11%
Principal LargeCap Growth Fund I Class R-6 PLCGX 4.76%
Principal Blue Chip Fund Class R6 PGBHX 4.73%
Principal Equity Income Fund Institutional Class PEIIX 4.63%
Principal LargeCap Value Fund III Institutional Class PLVIX 4.61%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 31, 2024 $0.3539 Dec 31, 2024
Dec 19, 2024 $0.5282 Dec 19, 2024
Dec 29, 2023 $0.3288 Dec 29, 2023
Dec 20, 2023 $0.2668 Dec 20, 2023
Dec 30, 2022 $0.2769 Dec 30, 2022
Dec 20, 2022 $0.8048 Dec 20, 2022
Full Dividend History