Principal LifeTime Hybrid 2070 Fund Instl (PLKSX)
12.21
-0.52
(-4.08%)
USD |
Apr 03 2025
Key Stats
Customize
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | 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:
--
--
Peer Group Low
--
Peer Group High
1 Year
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
6 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
5 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
YTD
% Rank:
--
--
Peer Group Low
--
Peer Group High
10 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 04, 2025.
Asset Allocation
Type | % Net |
---|---|
Cash | -- |
Stock | -- |
Bond | -- |
Convertible | -- |
Preferred | -- |
Other | -- |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Principal LargeCap S&P 500 Index Fund Inst | 57.42% | 26.06 | -4.82% |
Principal International Equity Fund R-6 | 20.87% | 13.39 | -1.98% |
Principal MidCap S&P 400 Index Fund R-6 | 5.85% | 19.62 | -6.66% |
Principal SmallCap S&P 600 Index Fund R-6 | 5.16% | 22.10 | -7.10% |
Principal Bond Market Index Fund Institutional | 3.00% | 8.58 | 0.47% |
Principal Global Emerging Markets Fund R-6 | 2.42% | 26.40 | -2.69% |
Principal Real Estate Securities Fund R-6 | 2.42% | 28.36 | -2.48% |
Principal International Small Company Fund R-6 | 1.55% | 10.20 | -1.92% |
Principal High Yield Fund R-6 | 0.93% | 6.58 | -1.20% |
Principal High Income Inst
|
0.09% | -- | -- |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | -- |
Administration Fee | -- |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
General Availability | |
Available for Insurance Product | -- |
Available for RRSP | -- |
Purchase Details | |
Open to New Investors |
|
Minimum Initial Investment | 0.00 None |
Minimum Subsequent Investment | 0.00 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 | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Growth Metrics
EPS Growth (1Y) | -- |
EPS Growth (3Y) | -- |
EPS Growth (5Y) | -- |
Sales Growth (1Y) | -- |
Sales Growth (3Y) | -- |
Sales Growth (5Y) | -- |
Sales per Share Growth (1Y) | -- |
Sales per Share Growth (3Y) | -- |
Operating Cash Flow - Growth Ratge (3Y) | -- |
Fund Details
Top Portfolio Holders
Name | % Weight |
---|---|
Portfolio A | 5.00% |
Portfolio B | 3.50% |
Portfolio C | 2.25% |
Excel Add-In Codes
Name: =YCI("M:PLKSX", "name") |
Broad Asset Class: =YCI("M:PLKSX", "broad_asset_class") |
Broad Category: =YCI("M:PLKSX", "broad_category_group") |
Prospectus Objective: =YCI("M:PLKSX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |