Morningstar

Principal LifeTime 2065 Class R-5 Shares PLJEX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 17.37  /  +0.70 %
  • Total Assets 297.6M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.270%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2065
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.64%
  • Turnover 48%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PLJEX

Will PLJEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLJEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLJEX 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 PLJEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Underlying fund managers need to pull through.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support the Principal Lifetime target-date series, yet under its new proprietary structure, the series’ underlying active fund managers have struggled to hold up their end.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PLJEX

More PLJEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Principal Large Cap Value III Inst

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Principal LargeCap Growth I R6

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Principal Small-MidCap Dividend Inc R6

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Principal Real Estate Securities Fd R6

2.46 7M
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