PLAIX Mutual Fund

PLAIX Mutual Fund

NAV$11.66
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Fund Essentials

Net Assets
$5M
Expense Ratio
1.39%
Dividend Yield (Current)
1.79%
Holdings
18
Inception Date
Nov 1, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.61%
1 Year+11.10%
3 Year+0.99%
5 Year+2.95%
10 Year+3.01%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.79%
Frequency
Annually
Latest Distribution
$0.22
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLAIX Mutual Fund Overview

PLAIX Mutual Fund (Principal LifeTime Strategic Income Fund Class R1) is managed by Principal Funds with $4.6M in net assets. PLAIX expense ratio is 1.39%, holding 18 positions across various sectors. Inception date: 2004-11-01.

PLAIX performance shows a YTD return of 7.61%. The 1-year return is 11.10% and the 5-year return is 2.95%. PLAIX dividend yield stands at 1.79%, paid annually.

PLAIX top holdings include a diversified portfolio. Go to all PLAIX holdings, PLAIX sectors, or PLAIX dividends.

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