Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2025 R6 (PLFTX)
12.67
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Pruco Securities, LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Edward Jones
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Robert W. Baird & Co.
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Ameritas NTF P
- Scottrade NTF
- Ameriprise Financial
- Prudential Retail
- Principal Advantage
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Fidelity Advisor 401(k) ACT Shares
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR NTF
- SB Pychx OFS A
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- NYLIM 401(k) Complete
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- ADP Access Tier 1
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- PAS
- Fidelity Advisor 401(k) A Shares
- LPL SWM
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Fidelity Advisor 401(k) T Shares
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 1
- ADP Advisor Access 3(21) Tier 2
- ADP Advisor Access 3(21) Tier 3
- ADP Advisor Access Tier 1
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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 and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.
Fund Overview
Category | Target-Date 2025 |
Fund Family | Principal Funds |
Net Assets | 934.63M |
YTD Return | 0.47% |
Yield | 2.80% |
Morningstar Rating | |
Inception Date | Mar 01, 2018 |
Performance & Risk
YTD Return | -0.47% |
5y Average Return | 7.62% |
Rank in Category (ytd) | 91 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.90 |
Morningstar Risk Rating |
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