PLKRX Mutual Fund

PLKRX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Class R6) is managed by Principal Funds with $17.2M in net assets. PLKRX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2023-03-01.

PLKRX performance shows a YTD return of 9.66%. The 1-year return is 21.20%. 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%). 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.