Principal Lifetime 2060 Fund Quote

PLTZX Fund  USD 19.04  0.13  0.69%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Lifetime is trading at 19.04 as of the 8th of July 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 18.91. Principal Lifetime has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 8th of June 2025 and ending today, the 8th of July 2025. Click here to learn more.
The investment seeks a total return consisting of long-term growth of capital and current income. Principal Funds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime 2060

Moving together with PRINCIPAL Mutual Fund

  0.77SABPX Strategic Asset ManaPairCorr
  0.75SACAX Strategic Asset ManaPairCorr
  1.0SAGPX Strategic Asset ManaPairCorr
  0.98PFIJX Strategic Asset ManaPairCorr
  0.76PFIEX International EquityPairCorr
  0.77PFIFX Strategic Asset ManaPairCorr

PRINCIPAL Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2060+ Funds, Target-Date 2060+, Principal Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Lifetime 2060 [PLTZX] is traded in USA and was established 8th of July 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2060+ category and is part of Principal Funds family. This fund at this time has accumulated 830.62 M in assets with no minimum investment requirementsPrincipal Lifetime 2060 is currently producing year-to-date (YTD) return of 9.87% with the current yeild of 0.01%, while the total return for the last 3 years was 15.15%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime 2060 Mutual Fund Constituents

PCMSXPrincipal Midcap ValueMutual FundMid-Cap Value
PDIFXReal Estate DebtMutual FundForeign Large Blend
PEIIXEquity Income FundMutual FundLarge Value
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PGBHXBlue Chip FundMutual FundLarge Growth
PICNXIncome Fund R 6Mutual FundIntermediate Core Bond
PIIIXDiversified International FundMutual FundForeign Large Blend
PINZXOverseas Fund InstitutionalMutual FundForeign Large Value
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Principal Lifetime 2060 Risk Profiles

Principal Lifetime Against Markets

Other Information on Investing in PRINCIPAL Mutual Fund

Principal Lifetime financial ratios help investors to determine whether PRINCIPAL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PRINCIPAL with respect to the benefits of owning Principal Lifetime security.
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