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Principal LifeTime 2065 R3PLJCX

Performance (before sales charge)

As of 08/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 08/31/2024
Stock
65.75%
Non-U.S. Stock
29.02%
Bond
3.51%
Non-U.S. Bond
0.18%
Preferred
0.01%
Convertible
0.00%
Cash
1.09%
Other
0.44%

Due to rounding, percentages may not equal 100%.

Sectors

As of 08/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 08/31/2024

Principal Diversified International R6
18.28%
Principal Large Cap S&P 500 Index Inst
11.67%
Principal Blue Chip R6
11.53%
Principal LargeCap Growth I R6
11.46%
Principal Equity Income Inst
10.96%
Principal Large Cap Value III Inst
10.87%
Principal Overseas Instl
4.02%
Principal MidCap R6
3.39%
Principal Origin Emerging Markets R6
3.13%
Principal Core Fixed Income R6
2.75%
Fund assets

$216.02 Million

Share class

Retirement

Morningstar category

Target-Date 2065+

Expense ratio

1.25%

Investment objective

Asset Allocation

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.