PLFJX Mutual Fund
PLFJX Mutual Fund
PLFJX Mutual Fund
Principal LifeTime 2020 Fund Class J
PLFJX Mutual Fund Overview
PLFJX Mutual Fund (Principal LifeTime 2020 Fund Class J) is managed by Principal Funds with $631.3M in net assets. PLFJX expense ratio is 0.64%, holding 18 positions across various sectors. Inception date: 2001-06-15.
PLFJX performance shows a YTD return of 3.57%. The 1-year return is 8.73% and the 5-year return is 3.36%. PLFJX dividend yield stands at 9.63%, paid annually.
PLFJX top holdings include Sun Life Core Fixed Income (32.3%), Principal Short-Term Income Fund Institutional Class (13.6%), Largecap S&p 500 Index Fund (11.5%), International Equity Fund (11.2%), High Yield Fund (5.8%). Go to all PLFJX holdings, PLFJX sectors, or PLFJX dividends.
PLFJX can be compared against other funds. Use PLFJX overlap to find shared positions, or PLFJX vs another fund for a side-by-side view. PLFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.