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Principal LifeTime Hybrid 2055 Fund Class R-5 (PLTKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.01-0.33 (-2.15%)
As of 09:00PM EDT. Market open.

Principal LifeTime Hybrid 2055 Fund Class R-5

Principal Financial Group

711 High Street

Des Moines, IA 50392

800-222-5852
Management information
Scott W. Smith,Lead manager since 1 May 2017
Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTarget-Date 2055
Fund familyPrincipal Funds
Net assets64.15M
YTD return3.37%
Yield2.09%
Morningstar rating★★★
Inception date28 Feb 2019

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover14.20%
Average for categoryN/A

Fees and expenses

ExpensePLTKXCategory average
Annual report expense ratio (net)0.66%0.45%
Prospectus net expense ratio0.66%N/A
Prospectus gross expense ratio0.74%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.47%
3-yr expense projection229N/A
5-yr expense projection404N/A
10-yr expense projection911N/A