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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2060 Instl (PLTHX)

16.51
+0.06
+(0.36%)
As of 8:06:59 AM EDT. Market Open.

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

  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • 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 1.91%
Morningstar Rating
Inception Date Aug 24, 2015

Performance & Risk

YTD Return -3.01%
5y Average Return 12.53%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

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