PLKRX Mutual Fund

PLKRX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Class R6) is managed by Principal Funds with $17.3M in net assets. PLKRX expense ratio is 0.33%, holding 10 positions across various sectors. Inception date: 2023-03-01.

PLKRX performance shows a YTD return of 11.73%. The 1-year return is 19.97%. PLKRX dividend yield stands at 2.73%, paid annually.

PLKRX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.7%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). Go to all PLKRX holdings, PLKRX sectors, or PLKRX dividends.

PLKRX can be compared against other funds. Use PLKRX overlap to find shared positions, or PLKRX vs another fund for a side-by-side view. PLKRX alternatives are available via the screener, along with tax-loss harvesting opportunities.