Principal LifeTime Hybrid 2070 J (PLKJX)

Fund Assets	10.97M
Expense Ratio	0.61%
Min. Investment	$1,000
Turnover	48.00%
Dividend (ttm)	0.46
Dividend Yield	2.71%
Dividend Growth	35.78%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	16.91
YTD Return	13.04%
1-Year Return	20.46%
5-Year Return	n/a
52-Week Low	14.28
52-Week High	17.03
Beta (5Y)	n/a
Holdings	9
Inception Date	Mar 1, 2023

About PLKJX

Principal LifeTime Hybrid 2070 Fund J is a target-date mutual fund designed to help investors prepare for retirement, with a time horizon aimed at those expecting to retire around the year 2070. The fund’s primary function is to deliver long-term capital growth and current income by employing an asset allocation strategy that automatically adjusts as the anticipated retirement year approaches. Operated as a fund of funds, it primarily invests in a diverse mix of Principal-affiliated index and actively managed funds spanning domestic and international equities, fixed income, real estate, and emerging markets. The fund holds notable weightings in large-cap U.S. stocks, international equities, mid-cap and small-cap U.S. equities, as well as bond and real asset funds, providing broad diversification to support long-term accumulation goals. Principal LifeTime Hybrid 2070 Fund J plays a significant role in the financial market by serving as a comprehensive, professionally managed solution for individuals seeking a hands-off approach to retirement investing, tailored to evolve in risk profile as the target retirement date nears.

• Fund Family: Principal Funds
• Category: Mixed-Asset Target 2060+
• Stock Exchange: NASDAQ
• Ticker Symbol: PLKJX
• Share Class: Class J
• Index: S&P Composite 1500 TR

Performance

PLKJX had a total return of 20.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.83%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PLKRX	R-6	0.33%
PLKSX	Institutional Class	0.36%

Top Holdings

99.90% of assets

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	51.72%
Principal International Equity R-6	PIIDX	25.17%
Principal Glb Emerging Markets R6	PIIMX	6.88%
Principal SmallCap S&P 600 Index R6	PSPIX	4.84%
Principal MidCap S&P 400 Index R6	PMAPX	4.67%
Principal Real Estate Securities Fd R6	PFRSX	2.50%
Principal Bond Market Index Institutional Class	PNIIX	2.16%
Principal International Small Company R6	PFISX	1.26%
Principal High Yield R-6	PHYFX	0.71%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.2844	Dec 31, 2025
Dec 18, 2025	$0.1736	Dec 18, 2025
Dec 31, 2024	$0.2373	Dec 31, 2024
Dec 19, 2024	$0.100	Dec 19, 2024
Dec 29, 2023	$0.2007	Dec 29, 2023
Dec 20, 2023	$0.0101	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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