PLTAX — Principal LifeTime 2060 Fund
Data updated: 2026-06-25
PLTAX — Principal LifeTime 2060 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $1.16B AUM · 0.93% expense ratio · 24.3% 1-yr return. From SEC regulatory filings.
PLTAX Fund Overview
PLTAX — Principal LifeTime 2060 Fund is a US mutual fund managed by Principal Funds, Inc., categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Principal Funds, Inc.
- Category: Target Date / Glide Path Allocation
- Assets under management: $1.16B
- 1-year return: 24.3%
- Ticker: PLTAX
- SEC CIK: 0000898745
- SEC series ID: S000039873
- Share class ID: C000123721
PLTAX Holdings
Top 10 holdings of Principal LifeTime 2060 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| 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 | 2.58% |
| Real Estate Securities Fund | 2.51% |
PLTAX Portfolio Allocation
Asset-class allocation of Principal LifeTime 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
PLTAX Performance
Total returns for PLTAX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 5.0% |
| 1 year | 24.3% |
| 3 years (annualised) | 15.8% |
| 5 years (annualised) | 7.6% |
PLTAX Risk Information
Risk metrics for PLTAX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.1%
PLTAX Costs and Fees
PLTAX costs about $93 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.93%
- Gross expense ratio: 0.93%
- Portfolio turnover: 47%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
PLTAX Cashflows
Over the 12 months to 2026-04, Principal LifeTime 2060 Fund had net outflows of $45.06M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$44.78M |
| 2026-03 | −$18.86M |
| 2026-02 | −$12.32K |
| 2026-01 | −$15.54M |
| 2025-12 | $61.16M |
| 2025-11 | $6.86M |
PLTAX Debt Constituents
No individual debt constituents are reported in Principal LifeTime 2060 Fund's latest SEC N-PORT filing.
PLTAX Prospectus and SEC Filings
Official Principal LifeTime 2060 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.