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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2030 R6 (PLZTX)

13.05
+0.04
+(0.31%)
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

  • Mutual Of Omaha Investor Services Inc
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth Core
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Prudential Retail
  • Principal Advantage
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Matrix Financial Solutions
  • SB Pychx OFS A
  • TD Ameritrade Institutional
  • NYLIM 401(k) Complete
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 2
  • LPL Brokerage Availability - November 2024
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Allowab (non-advisory)
  • 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 2030. 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 2030
Fund Family Principal Funds
Net Assets 1.06B
YTD Return 0.08%
Yield 2.58%
Morningstar Rating
Inception Date Sep 30, 2014

Performance & Risk

YTD Return -0.99%
5y Average Return 8.59%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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