Principal Lifetime Hybrid 2070 Fund R6
PLKRX
NASDAQ
| Weiss Ratings | PLKRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PLKRX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (2), Scott W. Smith (2), Randy L. Welch (2), 3 others | |||
| Website | -- | |||
| Fund Information | PLKRX-NASDAQ | Click to Compare |
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| Fund Name | Principal Lifetime Hybrid 2070 Fund R6 | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLKRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.77% | |||
| Dividend | PLKRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | PLKRX-NASDAQ | Click to Compare |
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| Cash | 1.44% | |||
| Stock | 94.70% | |||
| U.S. Stock | 68.98% | |||
| Non-U.S. Stock | 25.72% | |||
| Bond | 3.83% | |||
| U.S. Bond | 3.46% | |||
| Non-U.S. Bond | 0.37% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLKRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.98% | |||
| 30-Day Total Return | 4.05% | |||
| 60-Day Total Return | 9.07% | |||
| 90-Day Total Return | 3.49% | |||
| Year to Date Total Return | 4.13% | |||
| 1-Year Total Return | 10.50% | |||
| 2-Year Total Return | 33.32% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | PLKRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PLKRX-NASDAQ | Click to Compare |
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| Nav | $13.34 | |||
| 1-Month Low NAV | $12.70 | |||
| 1-Month High NAV | $13.34 | |||
| 52-Week Low NAV | $11.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.67 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PLKRX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | PLKRX-NASDAQ | Click to Compare |
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| Total Assets | 8.24M | |||
| Operating Ratios | PLKRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 48.00% | |||
| Performance | PLKRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.52% | |||
| Last Bear Market Total Return | -- | |||