Principal LifeTime 2060 R3 (PLTCX)

Fund Assets	1.20B
Expense Ratio	1.147%
Min. Investment	$0.00
Turnover	37.30%
Dividend (ttm)	0.30
Dividend Yield	1.50%
Dividend Growth	58.84%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	20.06
YTD Return	8.84%
1-Year Return	12.08%
5-Year Return	49.51%
52-Week Low	17.44
52-Week High	20.69
Beta (5Y)	0.98
Holdings	21
Inception Date	Mar 1, 2013

About PLTCX

Principal LifeTime 2060 Fund Class R-3 is a target-date mutual fund designed for individuals aiming to retire around the year 2060. The fund pursues a total return through long-term capital growth and current income, employing a diversified asset allocation strategy that gradually becomes more conservative as the target date approaches. By primarily investing in a blend of underlying Principal mutual funds and exchange-traded funds, it offers broad exposure to domestic and international equities, fixed-income securities, real asset funds, and other asset classes. This structure provides investors access to global markets while balancing risk as retirement nears. Serving as a vehicle often used in workplace retirement plans, the Principal LifeTime 2060 Fund Class R-3 helps investors simplify the retirement planning process by automatically rebalancing its portfolio to align with a glide path designed for long-term retirement goals. The fund’s diversified, "fund-of-funds" approach aims to mitigate risks associated with individual asset classes and provide an efficient, professionally managed solution for long-term savers.

• Fund Family: Principal Funds
• Category: Target-Date 2060+
• Performance Rating: Low
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PLTCX
• Share Class: R-3
• Index: S&P Target Date 2060 TR USD

Performance

PLTCX had a total return of 12.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.74%.

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%
PLTAX	Class J	0.93%

Top 10 Holdings

95.43% of assets

Name	Symbol	Weight
Principal International Equity R-6	PIIDX	24.53%
Principal Capital Appreciation Fund Institutional Class	PWCIX	18.57%
Principal LargeCap Growth I R6	PLCGX	13.62%
Principal LargeCap Value Fund III Institutional Class	PLVIX	10.22%
Principal U.S. Mega-Cap ETF	USMC	8.77%
Principal Glb Emerging Markets R6	PIIMX	6.77%
Principal Equity Income Fund Institutional Class	PEIIX	5.90%
Principal U.S. Small-Cap ETF	PSC	2.62%
Principal Real Estate Securities Fd R6	PFRSX	2.41%
Principal SmallCap R6	PSMLX	2.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3018	Dec 31, 2025
Dec 18, 2025	$1.1697	Dec 18, 2025
Dec 31, 2024	$0.190	Dec 31, 2024
Dec 19, 2024	$0.5422	Dec 19, 2024
Dec 29, 2023	$0.192	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:

Oct 16, 2026

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