PLKTX Mutual Fund

PLKTX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Class R6) is managed by Principal Funds with $171.8M in net assets. PLKTX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2015-08-24.

PLKTX performance shows a YTD return of 9.64%. The 1-year return is 21.17% and the 5-year return is 9.71%. PLKTX dividend yield stands at 3.96%, 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%). Go to all PLKTX holdings, PLKTX sectors, or PLKTX dividends.

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