Principal LifeTime 2065 Fund

Principal LifeTime 2065 Fund is a registered fund series of Principal Funds, Inc (series S000058847). Net assets $286.2M as of 2026-04-30.

Profile

Advisers

Top holdings (15 reported)

HoldingTickerValue% of fund
LargeCap S&P 500 Index FundPLFIX$75.8M2647.55%
International Equity FundPIIDX$72.5M2534.20%
Equity Income FundPEIIX$20.7M721.64%
Global Emerging Markets FundPIIMX$19.8M692.61%
LargeCap Value Fund IIIPLVIX$18.8M655.99%
LargeCap Growth Fund IPLCGX$17.3M603.26%
Blue Chip FundPGBHX$16.0M557.25%
SmallCap FundPSMLX$12.4M432.25%
Small-MidCap Dividend Income FundPMDHX$7.4M257.61%
Real Estate Securities FundPFRSX$7.2M251.24%
Core Fixed Income FundPICNX$6.2M214.90%
MidCap FundPMAQX$5.3M185.48%
International Small Company FundPFISX$3.6M127.25%
High Yield FundPHYFX$2.0M70.70%
SmallCap S&P 600 Index FundPSPIX$1.4M47.77%

Net asset history

Report dateNet assets
2026-04-30$286.2M
2026-01-31$297.1M
2025-10-31$282.6M
2025-07-31$262.4M
2025-04-30$233.6M
2025-01-31$232.5M
2024-10-31$223.2M
2024-07-31$207.7M

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