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%

Top Holdings

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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
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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. View all PLJDX holdings, sector breakdown, or dividend history.

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