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 10 positions across various sectors. Inception date: 2023-03-01.

PLKSX performance shows a YTD return of 11.67%. The 1-year return is 19.93%. PLKSX dividend yield stands at 2.74%, paid annually.

PLKSX 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 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.