Principal LifeTime 2060 FundPLTAX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.2B
Expense ratio
0.93%
1-year return
+24.3%
3 years, a year
+15.8%
5 years, a year
+7.6%
Holdings
15
What it aims to do.
The Fund seeks a total return consisting of long-term growth of capital and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LargeCap S&P 500 Index Fund | 26.47% |
| International Equity Fund | 25.34% |
| Equity Income Fund | 7.22% |
| Global Emerging Markets Fund | 6.93% |
| LargeCap Value Fund III | 6.56% |
| LargeCap Growth Fund I | 6.03% |
| Blue Chip Fund | 5.57% |
| SmallCap Fund | 4.32% |
| Small-MidCap Dividend Income Fund | 2.57% |
| Real Estate Securities Fund | 2.51% |
More on PLTAX.
- PLTAX overview
- PLTAX holdings
- PLTAX risk
- PLTAX costs
- PLTAX money in and out
- PLTAX share classes
- Compare PLTAX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.