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Principal LifeTime Hybrid 2055 Fund Class R-5 (PLTKX)

15.01
-0.33
(-2.15%)
As of February 25 at 8:00:41 PM EST. Market Open.
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  • Previous Close 15.34
  • YTD Return 3.37%
  • Expense Ratio 0.66%
  • Category Target-Date 2055
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 64.15M
  • Beta (5Y Monthly) 1.50
  • Yield 2.09%
  • 5y Average Return --
  • Holdings Turnover 14.20%
  • Last Dividend 0.00
  • Inception Date Mar 1, 2019

The investment seeks a total return consisting of long-term growth of capital and current income. 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 2055. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2055

Fund Category

64.15M

Net Assets

2019-03-01

Inception Date

More about Principal LifeTime Hybrid 2055 Fund Class R-5

Performance Overview: PLTKX

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Trailing returns as of 2/25/2021. Category is Target-Date 2055.

YTD Return

PLTKX
3.37%
Category
12.13%
 

1-Year Return

PLTKX
23.48%
Category
37.63%
 

3-Year Return

PLTKX
0.00%
Category
13.82%
 

5-Year Return

PLTKX
0.00%
Category
13.76%
 

Holdings: PLTKX

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Sector Weightings

SectorPLTKX
Technology   20.20%
Financial Services   14.66%
Consumer Cyclical   12.45%
Healthcare   11.42%
Industrials   11.20%
Communication Services   8.21%
Consumer Defensive   6.51%
Real Estate   5.35%
Basic Materials   4.38%
Utilities   2.81%
Energy   2.80%
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Recent News: PLTKX

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Research Reports: PLTKX

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