Principal LifeTime Hybrid 2070 Fund J (PLKJX)
13.28
+0.06
(+0.45%)
USD |
May 13 2025
Key Stats
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| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.62% | 7.489M | -- | 48.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 4.310M | 9.72% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks a total return consisting of long-term growth of capital and current income. The Fund invests in underlying domestic and foreign equity, fixed-income and other funds, with a majority invested in index funds, designed for investors having a retirement investment goal close to the year 2070. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060+ |
| Peer Group | Mixed-Asset Target 2060+ Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Principal |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
70
-1.155M
Peer Group Low
282.14M
Peer Group High
1 Year
% Rank:
70
4.310M
-342948.0
Peer Group Low
2.128B
Peer Group High
3 Months
% Rank:
62
-46129.00
Peer Group Low
618.29M
Peer Group High
3 Years
% Rank:
74
-38572.00
Peer Group Low
5.180B
Peer Group High
6 Months
% Rank:
66
-1.080M
Peer Group Low
1.152B
Peer Group High
5 Years
% Rank:
74
-38572.00
Peer Group Low
6.078B
Peer Group High
YTD
% Rank:
64
-1.395M
Peer Group Low
815.35M
Peer Group High
10 Years
% Rank:
76
-38572.00
Peer Group Low
6.724B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 14, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Inst | 56.22% | 28.45 | 0.71% |
| Principal International Equity Fund R-6 | 22.90% | 14.24 | 0.14% |
| Principal MidCap S&P 400 Index Fund R-6 | 5.55% | 21.59 | 0.33% |
| Principal SmallCap S&P 600 Index Fund R-6 | 4.92% | 24.16 | 0.54% |
| Principal Bond Market Index Fund Institutional | 3.02% | 8.43 | -0.12% |
| Principal Global Emerging Markets Fund R-6 | 2.51% | 28.53 | 0.46% |
| Principal Real Estate Securities Fund R-6 | 2.39% | 28.30 | -1.26% |
| Principal International Small Company Fund R-6 | 1.23% | 11.21 | 0.45% |
| Principal High Yield Fund R-6 | 0.96% | 6.67 | 0.30% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.15% |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 100.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks a total return consisting of long-term growth of capital and current income. The Fund invests in underlying domestic and foreign equity, fixed-income and other funds, with a majority invested in index funds, designed for investors having a retirement investment goal close to the year 2070. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060+ |
| Peer Group | Mixed-Asset Target 2060+ Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Principal |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (5-13-25) | 1.79% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:PLKJX", "name") |
| Broad Asset Class: =YCI("M:PLKJX", "broad_asset_class") |
| Broad Category: =YCI("M:PLKJX", "broad_category_group") |
| Prospectus Objective: =YCI("M:PLKJX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |