Principal LifeTime Hybrid 2060 R6 (PLKTX)

Fund Assets	212.51M
Expense Ratio	0.344%
Min. Investment	$0.00
Turnover	17.40%
Dividend (ttm)	0.40
Dividend Yield	1.82%
Dividend Growth	21.08%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	21.66
YTD Return	11.25%
1-Year Return	15.15%
5-Year Return	60.96%
52-Week Low	18.67
52-Week High	22.29
Beta (5Y)	0.95
Holdings	9
Inception Date	Aug 24, 2015

About PLKTX

The Principal LifeTime Hybrid 2060 Fund Class R6 is a professionally managed mutual fund designed specifically for investors targeting retirement around the year 2060. As a target date fund, it automatically adjusts its asset allocation over time, starting with a greater emphasis on investments with higher growth potential—primarily equities—and gradually shifting toward a more conservative mix as the target date approaches. Its investment strategy aims for a total return through long-term growth of capital and current income, reflecting the needs of investors saving for retirement in a convenient, single-fund solution. The fund is a 'fund of funds,' meaning it invests in a variety of underlying Principal Funds, including Principal exchange-traded funds (PETF) and index funds, thereby providing broad diversification across multiple asset classes and global markets. This structure reduces single-sector risk and offers exposure to both U.S. and international securities. Principal LifeTime Hybrid 2060 Fund Class R6 plays a critical role in retirement planning by simplifying investment decisions, especially for those who prefer a hands-off approach, and is widely used in employer-sponsored retirement plans for its automatic rebalancing and risk mitigation over time.

• Fund Family: Principal Funds
• Category: Target-Date 2060+
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PLKTX
• Share Class: R-6
• Index: S&P Target Date 2060 TR USD

Performance

PLKTX had a total return of 15.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.33%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLTHX	Institutional Class	0.36%
PHJGX	Class J	0.61%

Top Holdings

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	52.95%
Principal International Equity R-6	PIIDX	24.58%
Principal Glb Emerging Markets R6	PIIMX	6.75%
Principal SmallCap S&P 600 Index R6	PSPIX	4.90%
Principal MidCap S&P 400 Index R6	PMAPX	4.63%
Principal Real Estate Securities Fd R6	PFRSX	2.39%
Principal Bond Market Index Institutional Class	PNIIX	2.18%
Principal International Small Company R6	PFISX	0.88%
Principal High Yield R-6	PHYFX	0.73%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3957	Dec 31, 2025
Dec 18, 2025	$0.4599	Dec 18, 2025
Dec 31, 2024	$0.3268	Dec 31, 2024
Dec 19, 2024	$0.2032	Dec 19, 2024
Dec 29, 2023	$0.2782	Dec 29, 2023
Dec 20, 2023	$0.1397	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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