PLJDX Mutual Fund

PLJDX Mutual Fund

NAV$15.02
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Fund Essentials

Net Assets
$3M
Expense Ratio
1.06%
Dividend Yield (Current)
1.16%
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+17.12%
1 Year+20.00%
3 Year+4.77%
5 Year+9.24%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.16%
Frequency
Annually
Latest Distribution
$0.38
-

Peer Comparison

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

PLJDX Mutual Fund Overview

PLJDX Mutual Fund (Principal LifeTime 2065 Fund class R4) is managed by Principal Funds with $2.7M in net assets. PLJDX expense ratio is 1.06%, holding 15 positions across various sectors. Inception date: 2017-09-06.

PLJDX performance shows a YTD return of 17.12%. The 1-year return is 20.00% and the 5-year return is 9.24%. PLJDX dividend yield stands at 1.16%, paid annually.

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

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