Principal Lifetime has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime 2050 Fund Class J PFLJX
- NAV / 1-Day Return 18.68 / −1.02 %
- Total Assets 3.2B
-
Adj. Expense Ratio
0.790%
- Expense Ratio 0.200%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.77%
- Turnover 45%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:53 PM GMT+0
Morningstar’s Analysis PFLJX
Will PFLJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PFLJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PFLJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 92.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 26.81 | 876M | — |
Principal International Equity R-6 | 23.68 | 774M | — |
Principal Glb Emerging Markets R6 | 6.94 | 227M | — |
Principal Equity Income Inst | 6.78 | 222M | — |
Principal Large Cap Value III Inst | 6.33 | 207M | — |
Principal LargeCap Growth I R6 | 6.08 | 199M | — |
Principal Blue Chip R6 | 5.44 | 178M | — |
Principal Core Fixed Income R6 | 4.37 | 143M | — |
Principal SmallCap R6 | 4.21 | 138M | — |
Principal Small-MidCap Dividend Inc R6 | 2.44 | 80M | — |
United States