Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc R5 (PLSPX)

11.28
+0.01
+(0.09%)
At close: May 9 at 8:01:58 PM EDT
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  • Previous Close 11.27
  • YTD Return 1.26%
  • Expense Ratio 0.75%
  • 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 2.99%
  • 5y Average Return --
  • Holdings Turnover 26.70%
  • Last Dividend 0.34
  • 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 R5

Performance Overview: PLSPX

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Trailing returns as of 5/8/2025. Category is Target-Date Retirement.

YTD Return

PLSPX
1.26%
Category
3.58%
 

1-Year Return

PLSPX
7.29%
Category
12.52%
 

3-Year Return

PLSPX
4.51%
Category
7.60%
 

5-Year Return

PLSPX
3.71%
Category
6.39%
 

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PTEFX Principal LifeTime 2050 R5
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PREPX Principal Real Estate Securities R5
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PLFPX Principal Large Cap S&P 500 Index R5
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PMFPX Principal MidCap S&P 400 Index R5
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PPSRX Principal Large Cap Value III R5
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PSSPX Principal SmallCap S&P 600 Index R5
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PBMPX Principal Core Plus Bond R5
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PINPX Principal Diversified Intl R5
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PABVX Principal MidCap Value I R5
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PPQPX Principal MidCap Growth III R5
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PPUPX Principal LargeCap Growth I R5
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PEPSX Principal Global Emerging Markets Fund
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PLFIX Principal Large Cap S&P 500 Index Inst
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Holdings: PLSPX

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Sector Weightings

SectorPLSPX
Financial Services   18.69%
Technology   18.32%
Healthcare   10.75%
Consumer Cyclical   10.74%
Industrials   10.23%
Communication Services   8.79%
Real Estate   7.97%
Consumer Defensive   5.08%
Basic Materials   3.59%
Energy   3.59%
Utilities   2.27%
View More

Recent News: PLSPX

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Research Reports: PLSPX

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