PALTX Mutual Fund
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 $34.8M in net assets. PALTX expense ratio is 0.84%, holding 23 positions across various sectors. Inception date: 2005-06-28.
PALTX performance shows a YTD return of 3.82%. The 1-year return is 6.81% and the 5-year return is 3.12%. PALTX dividend yield stands at 5.11%, paid annually.
PALTX top holdings include Income Fund (33.8%), Principal Short-Term Income Fund Institutional Class (16.8%), Largecap S&p 500 Index Fund (9.1%), Principal International Equity R-6 (8.9%), High Yield Fund (6.5%). 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.