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 2065 Institutional Class Shares PLJIX
- NAV / 1-Day Return 17.15 / +1.18 %
- Total Assets 295.0M
-
Adj. Expense Ratio
0.610%
- Expense Ratio 0.030%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.81%
- Turnover 48%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:10 AM GMT+0
Morningstar’s Analysis PLJIX
Will PLJIX 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 PLJIX 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 PLJIX’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 93.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 26.48 | 76M | — |
Principal International Equity R-6 | 25.34 | 73M | — |
Principal Equity Income Inst | 7.22 | 21M | — |
Principal Glb Emerging Markets R6 | 6.93 | 20M | — |
Principal Large Cap Value III Inst | 6.56 | 19M | — |
Principal LargeCap Growth I R6 | 6.03 | 17M | — |
Principal Blue Chip R6 | 5.57 | 16M | — |
Principal SmallCap R6 | 4.32 | 12M | — |
Principal Small-MidCap Dividend Inc R6 | 2.58 | 7M | — |
Principal Real Estate Securities Fd R6 | 2.51 | 7M | — |
United States