Principal LifeTime Strategic Income Fund Class J (PLSJX)

3.57% (1Y)

Fund Assets	461.40M
Expense Ratio	0.71%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.16
Dividend Yield	1.46%
Dividend Growth	88.41%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 31, 2024

Previous Close	11.59
YTD Return	5.17%
1-Year Return	9.86%
5-Year Return	21.90%
52-Week Low	10.64
52-Week High	11.83
Beta (5Y)	n/a
Holdings	19
Inception Date	Jun 15, 2001

About PLSJX

PLSJX was founded on 2001-06-15. The Fund's investment strategy focuses on Income with 0.22% total expense ratio. The minimum amount to invest in Principal Funds, Inc: Principal LifeTime Strategic Income Fund; Class J Shares is $1,000 on a standard taxable account. Principal Funds, Inc: Principal LifeTime Strategic Income Fund; Class J Shares seeks high current income through investing in other Principal Investors Underlying Funds. PLSJX allocates its assets in the underlying funds using a moderate allocation strategy that is intended to give the Fund exposure to the domestic and foreign equity and fixed-income markets.

• Fund Family: Principal Investors
• Category: Target-Date Retirement
• Stock Exchange: NASDAQ
• Ticker Symbol: PLSJX
• Share Class: Class J
• Index: S&P Target Date Retirement Income TR

Performance

PLSJX had a total return of 9.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.86%.

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 2.025 to 9.858.

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Other Share Classes

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

Symbol	Share Class	Expense Ratio
PLSIX	Institutional Class	0.50%
PLSPX	R-5	0.77%
PALTX	Class A	0.88%
PLSMX	R-3	1.08%

Top 10 Holdings

92.78% of assets

Name	Symbol	Weight
Principal Core Fixed Income Fund Class R-6	PICNX	34.33%
Principal Short-Term Income Fund Institutional Class	PSHIX	16.80%
Principal International Equity Fund R-6 Class	PIIDX	8.99%
Principal High Yield Fund Class R-6	PHYFX	6.34%
Principal Inflation Protection Fund Institutional Class	PIPIX	5.74%
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	4.32%
Principal LargeCap Growth Fund I Class R-6	PLCGX	4.23%
Principal Blue Chip Fund Class R6	PGBHX	4.14%
Principal Equity Income Fund Institutional Class	PEIIX	3.97%
Principal LargeCap Value Fund III Institutional Class	PLVIX	3.90%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2024	$0.3464	Dec 31, 2024
Dec 19, 2024	$0.1606	Dec 19, 2024
Dec 29, 2023	$0.2691	Dec 29, 2023
Dec 30, 2022	$0.2631	Dec 30, 2022
Dec 20, 2022	$0.2451	Dec 20, 2022
Dec 31, 2021	$0.3229	Dec 31, 2021