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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2060 R6 (PLKTX)

16.56
+0.05
+(0.30%)
As of 8:06:59 AM EDT. Market Open.
Loading Chart for PLKTX
  • Previous Close 16.51
  • YTD Return -1.53%
  • Expense Ratio 0.35%
  • Category Target-Date 2060+
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 154.72M
  • Beta (5Y Monthly) 1.28
  • Yield 1.93%
  • 5y Average Return --
  • Holdings Turnover 17.40%
  • Last Dividend 0.33
  • Inception Date Aug 24, 2015

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 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.

Principal Funds

Fund Family

Target-Date 2060+

Fund Category

154.72M

Net Assets

2015-08-24

Inception Date

Performance Overview: PLKTX

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Trailing returns as of 4/24/2025. Category is Target-Date 2060+.

YTD Return

PLKTX
1.53%
Category
6.10%
 

1-Year Return

PLKTX
5.13%
Category
14.41%
 

3-Year Return

PLKTX
6.10%
Category
4.94%
 

5-Year Return

PLKTX
14.55%
Category
9.53%
 

Holdings: PLKTX

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Sector Weightings

SectorPLKTX
Technology   23.74%
Healthcare   10.51%
Industrials   9.94%
Real Estate   4.77%
Energy   3.50%
Utilities   2.08%

Recent News: PLKTX

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Research Reports: PLKTX

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