Principal LifeTime 2060 Fund Institutional Class (PLTZX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
18.93
+0.02 (0.11%)
At close: Jul 14, 2025
6.11%
Fund Assets 830.62M
Expense Ratio 0.67%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 0.82
Dividend Yield 4.32%
Dividend Growth 23.88%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 31, 2024
Previous Close 18.91
YTD Return 9.12%
1-Year Return 14.34%
5-Year Return 79.72%
52-Week Low 15.38
52-Week High 19.04
Beta (5Y) n/a
Holdings 16
Inception Date Mar 1, 2013

About PLTZX

PLTZX was founded on 2013-03-01. The Fund's investment strategy focuses on Growth & Income with 0.02% total expense ratio. Principal Funds, Inc: Principal LifeTime 2060 Fund; Institutional Class Shares seeks a total return consisting of long-term growth of capital and current income. PLTZX invests in domestic and foreign equity, real asset and alternative investments, & fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to year 2060.

Category Target-Date 2060+
Stock Exchange NASDAQ
Ticker Symbol PLTZX
Share Class Institutional Class
Index S&P Target Date 2060 TR USD

Performance

PLTZX had a total return of 14.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.95%.

Other Share Classes

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

Symbol Share Class Expense Ratio
PLTOX R-5 0.93%
PLTAX Class J 1.04%
PLTCX R-3 1.24%

Top 10 Holdings

92.26% of assets
Name Symbol Weight
Principal International Equity Fund R-6 Class PIIDX 24.60%
Principal LargeCap S&P 500 Index Fund Institutional Class PLFIX 11.75%
Principal LargeCap Growth Fund I Class R-6 PLCGX 11.60%
Principal Blue Chip Fund Class R6 PGBHX 11.35%
Principal Equity Income Fund Institutional Class PEIIX 10.90%
Principal LargeCap Value Fund III Institutional Class PLVIX 10.70%
Principal SmallCap R6 PSMLX 3.59%
Principal Core Fixed Income Fund Class R-6 PICNX 2.68%
Principal Global Emerging Markets Fund Class R6 PIIMX 2.54%
Principal Small-MidCap Dividend Income Fund R6 PMDHX 2.53%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 31, 2024 $0.2754 Dec 31, 2024
Dec 19, 2024 $0.5422 Dec 19, 2024
Dec 29, 2023 $0.2674 Dec 29, 2023
Dec 20, 2023 $0.3926 Dec 20, 2023
Dec 30, 2022 $0.1761 Dec 30, 2022
Dec 20, 2022 $0.9931 Dec 20, 2022
Full Dividend History