Nasdaq - Delayed Quote USD

Principal LifeTime 2065 R5 (PLJEX)

14.60
-0.23
(-1.55%)
As of 8:06:58 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 2
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Target-Date 2065+
Fund Family Principal Funds
Net Assets 233.65M
YTD Return -0.85%
Yield 1.38%
Morningstar Rating
Inception Date Sep 06, 2017

Performance & Risk

YTD Return 4.81%
5y Average Return 12.24%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

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