PLKSX Mutual Fund

PLKSX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Institutional Class) is managed by Principal Funds with $3.6M in net assets. PLKSX expense ratio is 0.36%, holding 9 positions across various sectors. Inception date: 2023-03-01.

PLKSX performance shows a YTD return of 9.61%. The 1-year return is 21.07%. PLKSX dividend yield stands at 2.79%, paid annually.

PLKSX 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 PLKSX holdings, PLKSX sectors, or PLKSX dividends.

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