Principal LifeTime Hybrid Income FundPLTYX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Target-date
Net assets
$205.7M
Expense ratio
0.31%
1-year return
+13.1%
3 years, a year
+9.0%
5 years, a year
+4.0%
Holdings
12

What it aims to do.

The Fund seeks current income,

Top 10 holdings.

Holding% of fund
Bond Market Index Fund34.08%
LargeCap S&P 500 Index Fund18.98%
Short-Term Income Fund16.53%
International Equity Fund9.24%
High Yield Fund6.37%
Inflation Protection Fund5.67%
Global Emerging Markets Fund2.53%
Real Estate Securities Fund1.85%
SmallCap S&P 600 Index Fund1.78%
MidCap S&P 400 Index Fund1.71%

More on PLTYX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.