PLKRX Mutual Fund
PLKRX Mutual Fund
Principal LifeTime Hybrid 2070 Fund Class R6
PLKRX Mutual Fund Overview
PLKRX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Class R6) is managed by Principal Funds with $16.1M in net assets. PLKRX expense ratio is 0.33%, holding 9 positions across sectors including Unknown. Inception date: 2023-03-01.
PLKRX performance shows a YTD return of 9.86%. The 1-year return is 22.74%. PLKRX dividend yield stands at 2.78%, paid annually.
PLKRX top holdings include Largecap S&p 500 Index Fund (52.4%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PLKRX holdings, sector breakdown, or dividend history.
PLKRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLKRX alternatives are available via the screener, along with tax-loss harvesting opportunities.