See what your fund actually adds

Principal LifeTime 2060 Fund Class J PLTAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

PLTAX compared with its replication portfolio
MeasurePLTAXReplication
Annualized growth7.8%11.2%
Annualized volatility15.0%16.4%
Sharpe ratio0.580.73
Maximum drawdown26.8%28.2%
Replication fit (R²)0.96 · Tracking error 3.0%

Replication portfolio

The published portfolio below is the investable basket used to model PLTAX’s historical return behavior.

PLTAX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap29.0%
VEAIntl · Developed24.1%
VTIUS Broad Market17.4%
VUGStyle · Growth16.9%
EFGIntl · Growth12.7%