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PLTJX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal LifeTime 2030 J (PLTJX) Ownership - Who owns Principal LifeTime 2030 J?

The investment seeks a total return consisting of long-term growth of capital and current income... Show more

Profile

Category
Target-Date 2030
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Balanced Funds
Category
Target Date 2026-2030
Total Expense Ratio
0.70
Min. Initial Investment
1000.00
Fund Existence
almost 24 years
Turnover
38.70
Front Load
N/A
Net Assets
5120892400.00
Manager Tenure
N/A

Fundamentals

PLTJX
Net Assets
5.12B
Fund Existence
almost 24 years
Turnover
38.70
Total Expense Ratio
0.70
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2030
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.70
Assets in Top Ten Holdings
4.76B
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
1.08B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
19.00
Number of Net Holdings
19.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.53
Weighting Top Ten Holdings
89.63%
Gain YTD
2.321
Annual Yield % from dividends
2.41
Returns for 1 year
3.39
Returns for 3 years
8.93
Returns for 5 years
16.21
Returns for 10 years
15.62
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2030
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com