Principal LifeTime Hybrid 2040 FundPLTQX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.4B
Expense ratio
0.34%
1-year return
+24.5%
3 years, a year
+15.6%
5 years, a year
+7.9%
Holdings
9
What it aims to do.
The Fund seeks a total return consisting of long-term growth of capital and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LargeCap S&P 500 Index Fund | 40.74% |
| International Equity Fund | 19.92% |
| Bond Market Index Fund | 19.59% |
| Global Emerging Markets Fund | 5.47% |
| SmallCap S&P 600 Index Fund | 3.84% |
| MidCap S&P 400 Index Fund | 3.64% |
| High Yield Fund | 3.29% |
| Real Estate Securities Fund | 2.53% |
| International Small Company Fund | 0.97% |
More on PLTQX.
- PLTQX overview
- PLTQX holdings
- PLTQX risk
- PLTQX costs
- PLTQX money in and out
- PLTQX share classes
- Compare PLTQX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.