PLJCX Mutual Fund
PLJCX Mutual Fund
PLJCX Mutual Fund
Principal LifeTime 2065 Fund Class R3
PLJCX Mutual Fund Overview
PLJCX Mutual Fund (Principal LifeTime 2065 Fund Class R3) is managed by Principal Funds with $11.5M in net assets. PLJCX expense ratio is 1.16%, holding 15 positions across various sectors. Inception date: 2017-09-06.
PLJCX performance shows a YTD return of 7.87%. The 1-year return is 16.33% and the 5-year return is 7.05%. PLJCX dividend yield stands at 5.95%, paid annually.
PLJCX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (26.0%), Equity Income Fund (7.0%), Largecap Value Fund Iii (6.5%), Largecap Growth Fund I (6.3%). Go to all PLJCX holdings, PLJCX sectors, or PLJCX dividends.
PLJCX can be compared against other funds. Use PLJCX overlap to find shared positions, or PLJCX vs another fund for a side-by-side view. PLJCX alternatives are available via the screener, along with tax-loss harvesting opportunities.