Principal LifeTime 2060 Fund Institutional Class (PLTZX)

Fund Assets	1.20B
Expense Ratio	0.59%
Min. Investment	$0.00
Turnover	37.30%
Dividend (ttm)	1.57
Dividend Yield	7.45%
Dividend Growth	91.82%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	21.04
YTD Return	11.74%
1-Year Return	17.09%
5-Year Return	53.34%
52-Week Low	17.84
52-Week High	21.21
Beta (5Y)	0.98
Holdings	18
Inception Date	Mar 1, 2013

About PLTZX

Principal LifeTime 2060 Fund Institutional Class is a target-date mutual fund designed for investors planning to retire around the year 2060. Its primary objective is to deliver total return through long-term capital growth and current income, achieved via a diversified asset allocation strategy that evolves as the target retirement year approaches. The fund allocates investments across a range of underlying Principal funds, encompassing domestic and international equities, fixed-income securities, and real assets. This approach aims to balance growth and risk, gradually shifting the portfolio toward more conservative holdings as 2060 nears to reflect a typical investor’s changing risk tolerance over time. A core offering in the target-date category, Principal LifeTime 2060 Fund Institutional Class serves as a comprehensive, professionally managed retirement solution. It facilitates automatic rebalancing and diversification, helping participants manage investment risk throughout their saving and retirement journey. The fund’s broad exposure to various asset classes underscores its role in retirement planning, supporting long-term accumulation and income needs for investors with a projected retirement horizon near 2060.

• Fund Family: Principal Funds
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: High
• 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 17.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.61%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PLTOX	R-5	0.85%
PLTAX	Class J	0.93%
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	$0.3986	Dec 31, 2025
Dec 18, 2025	$1.1697	Dec 18, 2025
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

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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