Principal Lifetime Hybrid 2070 Fund Institutional Class
PLKSX
NASDAQ
| Weiss Ratings | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (2), Scott W. Smith (2), Randy L. Welch (2), 3 others | |||
| Website | -- | |||
| Fund Information | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal Lifetime Hybrid 2070 Fund Institutional Class | |||
| 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 | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.68% | |||
| Dividend | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.69% | |||
| Stock | 95.52% | |||
| U.S. Stock | 67.27% | |||
| Non-U.S. Stock | 28.25% | |||
| Bond | 3.74% | |||
| U.S. Bond | 3.38% | |||
| Non-U.S. Bond | 0.36% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.53% | |||
| 30-Day Total Return | -0.50% | |||
| 60-Day Total Return | 3.82% | |||
| 90-Day Total Return | 7.96% | |||
| Year to Date Total Return | 8.13% | |||
| 1-Year Total Return | 15.03% | |||
| 2-Year Total Return | 32.16% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.83 | |||
| 1-Month Low NAV | $13.83 | |||
| 1-Month High NAV | $14.19 | |||
| 52-Week Low NAV | $11.23 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.19 | |||
| 52-Week High Price (Date) | Jul 25, 2025 | |||
| Beta / Standard Deviation | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 9.58M | |||
| Operating Ratios | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.37% | |||
| Turnover Ratio | 48.00% | |||
| Performance | PLKSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.53% | |||
| Last Bear Market Total Return | -- | |||