Morningstar

Principal LifeTime 2060 Fund Class R-5 PLTOX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 20.01  /  −0.84 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.270%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.67%
  • Turnover 47%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis PLTOX

Will PLTOX 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 PLTOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLTOX 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 PLTOX’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 PLTOX

More PLTOX 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
Sector

Principal Large Cap S&P 500 Index Inst

27.46 322M
—

Principal International Equity R-6

24.43 287M
—

Principal Glb Emerging Markets R6

7.15 84M
—

Principal Equity Income Inst

7.04 83M
—

Principal Large Cap Value III Inst

6.58 77M
—

Principal LargeCap Growth I R6

6.33 74M
—

Principal Blue Chip R6

5.67 67M
—

Principal SmallCap R6

4.37 51M
—

Principal Small-MidCap Dividend Inc R6

2.52 30M
—

Principal Real Estate Securities Fd R6

2.43 29M
—

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