PLFTX Mutual Fund

PLFTX Mutual Fund (Principal LifeTime Hybrid 2025 Fund Class R6) is managed by Principal Funds with $263.0M in net assets. PLFTX expense ratio is 0.30%, holding 12 positions across various sectors. Inception date: 2015-08-24.

PLFTX performance shows a YTD return of 4.88%. The 1-year return is 11.87% and the 5-year return is 5.25%. PLFTX dividend yield stands at 4.65%, paid annually.

PLFTX top holdings include Bond Market Index Fund (31.1%), Largecap S&p 500 Index Fund (25.4%), International Equity Fund (12.4%), Short-Term Income Fund (10.0%), High Yield Fund (5.2%). Go to all PLFTX holdings, PLFTX sectors, or PLFTX dividends.

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