Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2060 R6 (PLKTX)

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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/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 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.

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

Performance & Risk

YTD Return -3.00%
5y Average Return 12.57%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Related Tickers