PLJAX Mutual Fund

PLJAX Mutual Fund

NAV$14.81
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Fund Essentials

Net Assets
$469,277.76
Expense Ratio
1.56%
Dividend Yield (Current)
0.66%
Holdings
15
Inception Date
Sep 6, 2017
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.57%
1 Year+19.34%
3 Year+4.25%
5 Year+8.72%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
0.66%
Frequency
Annually
Latest Distribution
$0.34
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Peer Comparison

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

PLJAX Mutual Fund Overview

PLJAX Mutual Fund (Principal LifeTime 2065 Fund Class R1) is managed by Principal Funds with $469,277.76 in net assets. PLJAX expense ratio is 1.56%, holding 15 positions across various sectors. Inception date: 2017-09-06.

PLJAX performance shows a YTD return of 16.57%. The 1-year return is 19.34% and the 5-year return is 8.72%. PLJAX dividend yield stands at 0.66%, paid annually.

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

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