PLJAX Mutual Fund

NAV$14.81

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%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all PLJAX holdings, sector breakdown, or dividend history.

PLJAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.