Nasdaq - Delayed Quote • USD
Principal LifeTime Hybrid 2060 R6 (PLKTX)
As of 8:05 AM EDT. Market Open.
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DELL
- Previous Close
15.89 - YTD Return 8.51%
- Expense Ratio 0.67%
- Category Target-Date 2060+
- Last Cap Gain -4.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 114.6M
- Beta (5Y Monthly) 1.32
- Yield 1.68%
- 5y Average Return --
- Holdings Turnover 7.60%
- Last Dividend 0.28
- 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 2060. 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 2060+
Fund Category
114.6M
Net Assets
2018-03-01
Inception Date
Performance Overview: PLKTX
Trailing returns as of 4/24/2024. Category is Target-Date 2060+.
Holdings: PLKTX
Top 9 Holdings (100.02% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLKTX
Technology 22.27%
Financial Services 15.39%
Industrials 12.30%
Consumer Cyclical 12.02%
Healthcare 10.75%
Communication Services 6.59%
Consumer Defensive 5.64%
Real Estate 5.04%
Energy 4.48%
Basic Materials 3.64%
Utilities 1.88%
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