WESLEYAN 2060 PORTFOLIO

Quick Facts

Inception Date:	07/31/2019
Morningstar Category:	Target-Date 2060
Total Net Assets (mil):

Investment Strategy

What's this?
The investment option is for participants retiring on or around 2060 or longer who desire high capital growth appreciation and recognize the possibility of substantial year to year fluctuations. To pursue its goal, this Fund places an emphasis on capital appreciation via increase exposure to equities of various market caps and styles. Added diversification from increased exposure to Small Cap and International equities.

Morningstar Style Box™

as of 09/30/2025

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Overall Morningstar Star Rating™

as of 10/31/2025

What's this?

Out of 173 Target-Date 2060 Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.

Total Returns

Returns shown for periods of less than one year are not annualized. All returns displayed here are after Total Investment Expense of the investment option.

The Year-to-Date Change represents an unannualized rate of return (change in value) since the start of the year. All returns shown here are after the Total Investment Expense of the investment option.

The Principal LifeTime portfolios, which are target date portfolios, invest in underlying Principal Funds. Each Principal LifeTime portfolio is managed toward a particular target (retirement) date, or the approximate date the participant or investor starts withdrawing money. As each Principal LifeTime portfolio approaches its target date, the investment mix becomes more conservative by increasing exposure to generally more conservative investment options and reducing exposure to typically more aggressive investment options. The asset allocation for each Principal LifeTime portfolio is regularly re-adjusted within a time frame that extends 10 years beyond the target date, at which point it reaches its most conservative allocation. Principal LifeTime portfolios assume the value of the investor's account will be withdrawn gradually during retirement. Neither the principal nor the underlying assets of the Principal LifeTime portfolios are guaranteed at any time, including the target date. Investment risk remains at all times.

Returns represent past performance and do not guarantee future results. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For more performance information, including the most recent month-end performance, visit principal.com.

Month-End | Quarter-End

Average Annual Total Returns as of 10/31/2025

	1 Month	3 Month	YTD	1 Year	3 Year	5 Year	10 Year	Since Inception*
Total Return %	0.88	5.93	16.83	17.16	17.98	12.74	---	8.15
Morningstar Lifetime Moderate 2060 Index %	1.71	7.82	19.54	20.13	18.58	12.68	9.97	---
Target-Date 2060 Category %	1.59	7.56	18.38	19.09	18.82	12.87	10.22	---
Morningstar Percentile Rankings**	---	---	---	84	79	57	---	---
# of Funds in Category	184	184	184	184	173	155	58	---

* Inception Date: 07/31/2019

**Morningstar percentile rankings are based on total returns.

Expenses

as of 10/31/2025

Total Investment Expense - Gross:	0.69%
Total Investment Expense - Net:	0.69%
Total Investment Expense Gross Per $1,000 Invested:	$6.90

Inv Manager or Sub-Advisor

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Morgan Stanley Wealth Mgmt

Portfolio Managers

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Morgan Stanley Wealth Management , UNKNO
Since 08/01/2019
,

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Investment and Insurance products are:
* Not insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by Credit Union or Bank
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investing involves risk, including possible loss of principal.

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions. The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account. Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

Before directing retirement funds to a unitized investment, investors should carefully consider the investment objectives, risks, charges and expenses of the unitized investment and its underlying investments as well as their individual risk tolerance, time horizon and goals.

The Unitized Investments are developed by an Investment Manager chosen by your plan's designated fiduciary. No person or entity affiliated with the Principal Financial Group® is responsible for any part of the content of these models.

Several investment companies have decided to impose redemption fees and/or transfer restrictions on certain plan and/or participant transactions. One or more of the investment options in your employer's retirement plan may be impacted. For more information, log into your account and visit us at at principal.com.

Selecting a target date fund series is also authorizing any additional vintage which is launched by the investment provider for the series, and included in their associated materials, to be added to the plan after proper notification.