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Principal LifeTime Strategic Inc R3 (PLSMX)

11.21
-0.01
(-0.09%)
At close: 8:01:59 PM EDT
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  • Previous Close 11.22
  • YTD Return 1.18%
  • Expense Ratio 1.06%
  • Category Target-Date Retirement
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 721.99M
  • Beta (5Y Monthly) 0.73
  • Yield 2.72%
  • 5y Average Return --
  • Holdings Turnover 26.70%
  • Last Dividend 0.31
  • Inception Date Mar 1, 2001

The fund 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. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

Principal Funds

Fund Family

Target-Date Retirement

Fund Category

721.99M

Net Assets

2001-03-01

Inception Date

More about Principal LifeTime Strategic Inc R3

Performance Overview: PLSMX

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Trailing returns as of 5/22/2025. Category is Target-Date Retirement.

YTD Return

PLSMX
1.18%
Category
3.58%
 

1-Year Return

PLSMX
7.05%
Category
12.52%
 

3-Year Return

PLSMX
4.18%
Category
7.60%
 

5-Year Return

PLSMX
3.39%
Category
6.39%
 

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PTCMX Principal LifeTime 2030 R3
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PTERX Principal LifeTime 2050 R3
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PLFMX Principal Large Cap S&P 500 Index R3
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PRERX Principal Real Estate Securities R3
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PMFMX Principal MidCap S&P 400 Index R3
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PSSMX Principal SmallCap S&P 600 Index R3
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PBMMX Principal Core Plus Bond R3
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PPQMX Principal MidCap Growth III R3
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PPSFX Principal Large Cap Value III R3
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PEAPX Principal Global Emerging Markets Fund
28.60
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PMPRX Principal MidCap Value I R3
14.91
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PINRX Principal Diversified Intl R3
15.04
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LTAPX Principal LifeTime 2015 R3
8.20
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LTRVX Principal LifeTime 2045 Fund
14.13
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Holdings: PLSMX

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Sector Weightings

SectorPLSMX
Financial Services   18.68%
Technology   18.20%
Healthcare   10.77%
Consumer Cyclical   10.72%
Industrials   10.28%
Communication Services   8.83%
Real Estate   7.91%
Consumer Defensive   5.14%
Basic Materials   3.62%
Energy   3.62%
Utilities   2.24%
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Recent News: PLSMX

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Research Reports: PLSMX

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