Principal LifeTime Hybrid 2030 R6 (PLZTX)

Fund Assets	1.33B
Expense Ratio	0.296%
Min. Investment	$1,000
Turnover	28.90%
Dividend (ttm)	0.41
Dividend Yield	2.70%
Dividend Growth	20.37%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	15.28
YTD Return	5.64%
1-Year Return	8.08%
5-Year Return	34.61%
52-Week Low	13.99
52-Week High	15.58
Beta (5Y)	0.69
Holdings	12
Inception Date	Aug 24, 2015

About PLZTX

Principal LifeTime Hybrid 2030 Fund Class R-6 is a target-date mutual fund designed primarily for investors planning to retire around the year 2030. Its central purpose is to deliver long-term growth of capital along with current income by dynamically adjusting its asset allocation as the target date approaches. This fund pursues a diversified investment strategy by allocating assets across a broad array of underlying Principal funds, including large-cap stocks, bonds, international equities, mid- and small-cap stocks, high-yield and inflation-protected securities, and real estate holdings. Over time, the investment mix gradually grows more conservative—favoring fixed income and lower-risk assets—to help manage market and longevity risk for investors nearing retirement. With assets exceeding $1 billion, the fund holds a significant position in the retirement solutions sector, serving both individuals and institutions seeking professional portfolio management for retirement planning. The fund is actively overseen by experienced portfolio managers, and its evolving structure exemplifies the core principles behind target-date funds in helping participants transition into retirement with a balanced risk profile.

• Fund Family: Principal Funds
• Category: Target-Date 2030
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PLZTX
• Share Class: R-6
• Index: S&P Target Date 2030 TR

Performance

PLZTX had a total return of 8.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.22%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PHTNX	Institutional Class	0.33%
PHJNX	Class J	0.45%

Top 10 Holdings

98.80% of assets

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	30.89%
Principal Bond Market Index Institutional Class	PNIIX	28.13%
Principal International Equity R-6	PIIDX	14.31%
Principal Short-Term Income Fund Institutional Class	PSHIX	5.69%
Principal High Yield R-6	PHYFX	4.67%
Principal Glb Emerging Markets R6	PIIMX	3.93%
Principal Inflation Protection Fund Institutional Class	PIPIX	3.86%
Principal SmallCap S&P 600 Index R6	PSPIX	2.86%
Principal MidCap S&P 400 Index R6	PMAPX	2.67%
Principal Real Estate Securities Fd R6	PFRSX	1.80%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.4101	Dec 31, 2025
Dec 18, 2025	$0.2589	Dec 18, 2025
Dec 31, 2024	$0.3407	Dec 31, 2024
Dec 19, 2024	$0.0759	Dec 19, 2024
Dec 29, 2023	$0.3352	Dec 29, 2023
Dec 20, 2023	$0.0876	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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