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Principal LifeTime Hybrid 2060 R6 (PLKTX)

16.56
+0.05
+(0.30%)
At close: 8:06:59 AM EDT

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 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 LifeTime Hybrid 2060 R6

Des Moines, IA 50392
711 High Street
(800) 986-3343

Fund Overview

Category Target-Date 2060+
Fund Family Principal Funds
Net Assets 154.72M
YTD Return -1.53%
Yield 1.93%
Morningstar Rating
Inception Date Aug 24, 2015

Fund Operations

Last Dividend 0.33
Last Cap Gain 14.00
Holdings Turnover 17.40%
Average for Category --

Fees & Expenses

Expense PLKTX Category Average
Annual Report Expense Ratio (net) 0.35% 0.39%
Prospectus Net Expense Ratio 0.35% --
Prospectus Gross Expense Ratio 0.39% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.29%
Max Deferred Sales Load -- 1.85%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Chad is a Senior Portfolio Analyst for Principal Asset Allocation. He is involved with asset class & market research, glide path & portfolio construction/modeling, portfolio risk & analytics, and trading associated with the strategies run by the Strategic Asset Allocation Team, which includes Principal Lifetime target date portfolios, core/satellite, and 529 Plans. Chad joined the firm in 2003. Prior to his current role, Chad served as a manager of equity performance & analytics at Principal Asset Management. He received a bachelor’s degree in accounting from Simpson College.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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