PLKTX Mutual Fund
PLKTX Mutual Fund
Principal LifeTime Hybrid 2060 Fund Class R6
PLKTX Mutual Fund Overview
PLKTX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Class R6) is managed by Principal Funds with $164.2M in net assets. PLKTX expense ratio is 0.33%, holding 9 positions across sectors including Unknown. Inception date: 2015-08-24.
PLKTX performance shows a YTD return of 9.84%. The 1-year return is 22.78% and the 5-year return is 9.97%. PLKTX dividend yield stands at 3.95%, paid annually.
PLKTX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PLKTX holdings, sector breakdown, or dividend history.
PLKTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.