Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2055 Fund Class R-5 (PLTKX)
15.01
-0.33
(-2.15%)
At close: February 25 at 8:00:41 PM EST
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return | 15.57% |
| Worst 1Y Total Return | 15.57% |
| Best 3Y Total Return | 15.57% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLTKX
Category
- YTD
- 3.37%
- 12.13%
- 1-Month
- -0.20%
- 1.09%
- 3-Month
- 7.73%
- 6.61%
- 1-Year
- 23.48%
- 37.63%
- 3-Year
- 0.00%
- 13.82%
- 5-Year
- 0.00%
- 13.76%
- 10-Year
- 0.00%
- 10.29%
- Last Bull Market
- 0.00%
- 19.35%
- Last Bear Market
- 0.00%
- -17.99%
Annual Total Return (%) History
Year
PLTKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -20.56% | 18.29% | 7.81% | 14.07% |
| 2019 | 3.52% | 0.49% | 7.77% | -- |
Rank in Category (By Total Return)
| YTD | 53 |
| 1-Month | 53 |
| 3-Month | 76 |
| 1-Year | 57 |
| 3-Year | 61 |
| 5-Year | 56 |
Load Adjusted Returns
| 1-Year | 16.24% |
| 3-Year | 7.75% |
| 5-Year | 12.74% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.50 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | Principal Funds |
| Net Assets | 64.15M |
| YTD Return | 3.37% |
| Yield | 2.09% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2019 |
Fund Summary
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.
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