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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.57% |
| Worst 1Y Total Return | 15.57% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLTKX | Category Average | PLTKX | Category Average | PLTKX | Category Average | |
| Alpha | -1.96 | -0.02 | -1.81 | -0.01 | -- | -0.01 |
| BETA | 1.5 | 0.01 | 1.5 | 0.01 | -- | 0.02 |
| Mean Annual Return | 0.75 | 0.01 | 1.09 | 0.01 | -- | 0.01 |
| R-squared | 98.48 | 0.98 | 97.73 | 0.98 | -- | 0.97 |
| Standard Deviation | 17.5 | 0.17 | 14.12 | 0.14 | -- | 0.13 |
| Sharpe Ratio | 0.43 | 0.01 | 0.84 | 0.01 | -- | 0.01 |
| Treynor Ratio | 4.16 | 0.09 | 7.72 | 0.09 | -- | 0.06 |
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