Principal LifeTime Hybrid 2060 Fund R-6
PLKTX
NASDAQ
| Weiss Ratings | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (10), Randy L. Welch (10), Scott W. Smith (8), 3 others | |||
| Website | -- | |||
| Fund Information | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LifeTime Hybrid 2060 Fund R-6 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 24, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.74% | |||
| Dividend | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.59% | |||
| Stock | 95.65% | |||
| U.S. Stock | 67.35% | |||
| Non-U.S. Stock | 28.30% | |||
| Bond | 3.71% | |||
| U.S. Bond | 3.36% | |||
| Non-U.S. Bond | 0.35% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.54% | |||
| 30-Day Total Return | -0.48% | |||
| 60-Day Total Return | 3.77% | |||
| 90-Day Total Return | 7.98% | |||
| Year to Date Total Return | 8.10% | |||
| 1-Year Total Return | 15.06% | |||
| 2-Year Total Return | 32.20% | |||
| 3-Year Total Return | 44.73% | |||
| 5-Year Total Return | 73.09% | |||
| Price | PLKTX-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 | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $18.40 | |||
| 1-Month Low NAV | $18.40 | |||
| 1-Month High NAV | $18.88 | |||
| 52-Week Low NAV | $14.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.88 | |||
| 52-Week High Price (Date) | Jul 25, 2025 | |||
| Beta / Standard Deviation | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 14.53 | |||
| Balance Sheet | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 194.17M | |||
| Operating Ratios | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.35% | |||
| Turnover Ratio | 17.40% | |||
| Performance | PLKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.48% | |||
| Last Bear Market Total Return | -15.38% | |||