PALTX Mutual Fund
PALTX Mutual Fund
Principal LifeTime Strategic Income Fund Class A
PALTX Mutual Fund Overview
PALTX Mutual Fund (Principal LifeTime Strategic Income Fund Class A) is managed by Principal Funds with $35.4M 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 3.39%. The 1-year return is 8.44% and the 5-year return is 3.31%. PALTX dividend yield stands at 5.13%, 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%). View all PALTX holdings, sector breakdown, or dividend history.
PALTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PALTX alternatives are available via the screener, along with tax-loss harvesting opportunities.