Principal LifeTime 2060 J (PLTAX)

Fund Assets	1.20B
Expense Ratio	0.93%
Min. Investment	$1,000
Turnover	37.30%
Dividend (ttm)	0.34
Dividend Yield	1.63%
Dividend Growth	53.29%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	20.77
YTD Return	11.49%
1-Year Return	16.66%
5-Year Return	50.80%
52-Week Low	17.64
52-Week High	20.94
Beta (5Y)	0.93
Holdings	18
Inception Date	Mar 1, 2013

About PLTAX

Principal LifeTime 2060 Fund Class J is a target-date mutual fund designed for investors with a retirement horizon around the year 2060. This fund's primary objective is to deliver a total return through a combination of long-term capital growth and current income. It accomplishes this by employing a dynamic asset allocation strategy, shifting its investments from higher-growth assets—such as domestic and international equities—toward more conservative holdings like fixed-income securities and real assets as it moves closer to its target date. The fund operates as a fund of funds, meaning it invests in a selection of underlying Principal Funds, Inc. portfolios, providing broad diversification across various asset classes. The asset mix is periodically adjusted to gradually reduce risk, aligning with the anticipated decreasing risk tolerance as investors near retirement. The fund continues to rebalance for about ten years beyond 2060 before settling at its most conservative allocation. Notably, neither the principal nor the returns are guaranteed. Principal LifeTime 2060 Fund Class J plays a significant role in the retirement planning landscape, offering a set-and-forget investment approach that adapts to the changing needs of long-term savers.

• Fund Family: Principal Funds
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PLTAX
• Share Class: Class J
• Index: S&P Target Date 2060 TR USD

Performance

PLTAX had a total return of 16.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.24%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PLTZX	Institutional Class	0.59%
PLTOX	R-5	0.85%
PLTCX	R-3	1.16%

Top 10 Holdings

94.04% of assets

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	27.29%
Principal International Equity R-6	PIIDX	24.40%
Principal Glb Emerging Markets R6	PIIMX	7.18%
Principal Equity Income Fund Institutional Class	PEIIX	7.17%
Principal LargeCap Value Fund III Institutional Class	PLVIX	6.70%
Principal LargeCap Growth I R6	PLCGX	6.16%
Principal Blue Chip R6	PGBHX	5.38%
Principal SmallCap R6	PSMLX	4.60%
Principal Small-MidCap Dividend Inc R6	PMDHX	2.69%
Principal Real Estate Securities Fd R6	PFRSX	2.46%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3377	Dec 31, 2025
Dec 18, 2025	$1.1697	Dec 18, 2025
Dec 31, 2024	$0.2203	Dec 31, 2024
Dec 19, 2024	$0.5422	Dec 19, 2024
Dec 29, 2023	$0.2121	Dec 29, 2023
Dec 20, 2023	$0.3926	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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