Principal LifeTime Hybrid 2055 Fund Institutional Class
PLTNX
NASDAQ
| Weiss Ratings | PLTNX-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 | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (11), Scott W. Smith (8), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LifeTime Hybrid 2055 Fund Institutional Class | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 30, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.98% | |||
| Dividend | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.55% | |||
| Stock | 96.39% | |||
| U.S. Stock | 63.46% | |||
| Non-U.S. Stock | 32.93% | |||
| Bond | 3.03% | |||
| U.S. Bond | 2.76% | |||
| Non-U.S. Bond | 0.27% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.03% | |||
| 30-Day Total Return | -2.67% | |||
| 60-Day Total Return | -3.82% | |||
| 90-Day Total Return | -1.79% | |||
| Year to Date Total Return | -0.95% | |||
| 1-Year Total Return | 24.35% | |||
| 2-Year Total Return | 27.87% | |||
| 3-Year Total Return | 54.82% | |||
| 5-Year Total Return | 50.51% | |||
| Price | PLTNX-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 | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $18.59 | |||
| 1-Month Low NAV | $17.92 | |||
| 1-Month High NAV | $19.24 | |||
| 52-Week Low NAV | $14.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.70 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 11.52 | |||
| Balance Sheet | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 417.54M | |||
| Operating Ratios | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.36% | |||
| Turnover Ratio | 33.70% | |||
| Performance | PLTNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.52% | |||
| Last Bear Market Total Return | -15.39% | |||