Nasdaq - Delayed Quote USD

Principal LifeTime 2065 R5 (PLJEX)

14.60
-0.23
(-1.55%)
As of 8:06:58 AM EDT. Market Open.
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  • Previous Close 14.83
  • YTD Return -0.85%
  • Expense Ratio 0.90%
  • Category Target-Date 2065+
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 233.65M
  • Beta (5Y Monthly) 1.28
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 36.60%
  • Last Dividend 0.20
  • Inception Date Sep 6, 2017

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2065. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2065+

Fund Category

233.65M

Net Assets

2017-09-06

Inception Date

More about Principal LifeTime 2065 R5

Performance Overview: PLJEX

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Trailing returns as of 5/20/2025. Category is Target-Date 2065+.

YTD Return

PLJEX
0.85%
Category
0.00%
 

1-Year Return

PLJEX
8.23%
Category
0.00%
 

3-Year Return

PLJEX
8.45%
Category
0.00%
 

5-Year Return

PLJEX
11.50%
Category
0.00%
 

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Holdings: PLJEX

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Sector Weightings

SectorPLJEX
Financial Services   19.37%
Technology   18.85%
Healthcare   11.16%
Consumer Cyclical   11.08%
Industrials   10.56%
Communication Services   9.15%
Consumer Defensive   5.32%
Real Estate   5.03%
Basic Materials   3.68%
Energy   3.65%
Utilities   2.16%
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Recent News: PLJEX

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Research Reports: PLJEX

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