Nasdaq - Delayed Quote • USD
Principal LifeTime Hybrid 2025 R6 (PLFTX)
At close: April 26 at 8:00 PM EDT
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12.19 - YTD Return 4.50%
- Expense Ratio 0.49%
- Category Target-Date 2025
- Last Cap Gain -7.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 777.92M
- Beta (5Y Monthly) 0.92
- Yield 2.72%
- 5y Average Return --
- Holdings Turnover 12.30%
- Last Dividend 0.34
- Inception Date Mar 1, 2018
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2025. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Principal Funds
Fund Family
Target-Date 2025
Fund Category
777.92M
Net Assets
2018-03-01
Inception Date
Performance Overview: PLFTX
Trailing returns as of 4/26/2024. Category is Target-Date 2025.
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Holdings: PLFTX
Top 10 Holdings (98.77% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLFTX
Technology 22.18%
Financial Services 15.30%
Industrials 12.59%
Consumer Cyclical 11.98%
Healthcare 10.70%
Communication Services 6.56%
Consumer Defensive 5.64%
Energy 4.90%
Basic Materials 3.85%
Real Estate 3.77%
Utilities 2.53%
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