PALTX Mutual Fund

PALTX Mutual Fund (Principal LifeTime Strategic Income Fund Class A) is managed by Principal Funds with $35.7M in net assets. PALTX expense ratio is 0.84%, holding 18 positions across various sectors. Inception date: 2005-06-28.

PALTX performance shows a YTD return of 2.97%. The 1-year return is 7.73% and the 5-year return is 3.05%. PALTX dividend yield stands at 5.15%, paid annually.

PALTX top holdings include Sun Life Core Fixed Income (34.2%), Principal Short-Term Income Fund Institutional Class (16.5%), Largecap S&p 500 Index Fund (9.8%), International Equity Fund (9.6%), High Yield Fund (6.4%). Go to all PALTX holdings, PALTX sectors, or PALTX dividends.

PALTX can be compared against other funds. Use PALTX overlap to find shared positions, or PALTX vs another fund for a side-by-side view. PALTX alternatives are available via the screener, along with tax-loss harvesting opportunities.