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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2035 R6 (PLRTX)

13.92
+0.05
+(0.36%)
As of 8:06:59 AM EDT. Market Open.
Loading Chart for PLRTX
  • Previous Close 13.87
  • YTD Return -0.28%
  • Expense Ratio 0.31%
  • Category Target-Date 2035
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 753M
  • Beta (5Y Monthly) 1.08
  • Yield 2.51%
  • 5y Average Return --
  • Holdings Turnover 21.50%
  • Last Dividend 0.36
  • 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 2035. 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 2035

Fund Category

753M

Net Assets

2018-03-01

Inception Date

Performance Overview: PLRTX

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Trailing returns as of 4/24/2025. Category is Target-Date 2035.

YTD Return

PLRTX
0.28%
Category
9.49%
 

1-Year Return

PLRTX
5.20%
Category
29.95%
 

3-Year Return

PLRTX
4.59%
Category
12.29%
 

5-Year Return

PLRTX
11.28%
Category
12.13%
 

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Holdings: PLRTX

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Sector Weightings

SectorPLRTX
Technology   23.54%
Healthcare   10.41%
Industrials   9.79%
Real Estate   5.78%
Energy   3.46%
Utilities   2.06%

Recent News: PLRTX

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Research Reports: PLRTX

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