Principal LifeTime Hybrid 2055 Fund Instl (PLTNX)
19.53
0.00 (0.00%)
USD |
Dec 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.38% | 399.41M | -- | 17.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 59.46M | 14.80% | 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 Principal Funds, Inc. domestic and foreign equity, real asset and alternative investments, and fixed-income Funds designed for investors having a retirement investment goal close to the year 2055. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 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:
25
-228.63M
Peer Group Low
369.62M
Peer Group High
1 Year
% Rank:
32
59.46M
-491.09M
Peer Group Low
3.344B
Peer Group High
3 Months
% Rank:
29
-361.10M
Peer Group Low
618.17M
Peer Group High
3 Years
% Rank:
31
-365.79M
Peer Group Low
12.02B
Peer Group High
6 Months
% Rank:
26
-433.00M
Peer Group Low
1.619B
Peer Group High
5 Years
% Rank:
32
-1.236B
Peer Group Low
10.42B
Peer Group High
YTD
% Rank:
29
-466.35M
Peer Group Low
2.832B
Peer Group High
10 Years
% Rank:
42
-785.67M
Peer Group Low
17.06B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 05, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.71% |
| Stock | 95.19% |
| Bond | 3.96% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.08% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Inst | 55.21% | 33.36 | 0.12% |
| Principal International Equity Fund R-6 | 24.37% | 16.67 | -0.18% |
| Principal Global Emerging Markets Fund R-6 | 5.12% | 34.47 | -0.03% |
| Principal MidCap S&P 400 Index Fund R-6 | 4.59% | 23.59 | 0.43% |
| Principal SmallCap S&P 600 Index Fund R-6 | 4.51% | 27.45 | -0.15% |
| Principal Bond Market Index Fund Institutional | 2.28% | 8.87 | -0.22% |
| Principal Real Estate Securities Fund R-6 | 1.94% | 28.13 | -0.32% |
| Principal International Small Company Fund R-6 | 1.26% | 12.75 | 0.39% |
| Principal High Yield Fund R-6 | 0.73% | 6.71 | 0.00% |
|
Other Assets less Liabilities
|
0.00% | -- | -- |
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 | No |
| Available for RRSP | No |
| 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 Principal Funds, Inc. domestic and foreign equity, real asset and alternative investments, and fixed-income Funds designed for investors having a retirement investment goal close to the year 2055. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 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 (12-3-25) | 1.60% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 11 |
| Stock | |
| Weighted Average PE Ratio | 31.15 |
| Weighted Average Price to Sales Ratio | 7.274 |
| Weighted Average Price to Book Ratio | 8.726 |
| Weighted Median ROE | 55.03% |
| Weighted Median ROA | 13.00% |
| ROI (TTM) | 18.13% |
| Return on Investment (TTM) | 18.13% |
| Earning Yield | 0.0432 |
| LT Debt / Shareholders Equity | 0.9315 |
| Number of Equity Holdings | 0 |
As of October 31, 2025
Growth Metrics
| EPS Growth (1Y) | 25.80% |
| EPS Growth (3Y) | 16.80% |
| EPS Growth (5Y) | 19.28% |
| Sales Growth (1Y) | 14.06% |
| Sales Growth (3Y) | 11.96% |
| Sales Growth (5Y) | 12.85% |
| Sales per Share Growth (1Y) | 16.37% |
| Sales per Share Growth (3Y) | 12.23% |
| Operating Cash Flow - Growth Rate (3Y) | 15.55% |
As of October 31, 2025
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:PLTNX", "name") |
| Broad Asset Class: =YCI("M:PLTNX", "broad_asset_class") |
| Broad Category: =YCI("M:PLTNX", "broad_category_group") |
| Prospectus Objective: =YCI("M:PLTNX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |