PLJEX Mutual Fund
PLJEX Mutual Fund
PLJEX Mutual Fund
Principal LifeTime 2065 Fund Class R5
PLJEX Mutual Fund Overview
PLJEX Mutual Fund (Principal LifeTime 2065 Fund Class R5) is managed by Principal Funds with $15.9M in net assets. PLJEX expense ratio is 0.85%, holding 20 positions across various sectors. Inception date: 2017-09-06.
PLJEX performance shows a YTD return of 10.01%. The 1-year return is 15.85% and the 5-year return is 7.33%. PLJEX dividend yield stands at 6.07%, paid annually.
PLJEX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.7%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). Go to all PLJEX holdings, PLJEX sectors, or PLJEX dividends.
PLJEX can be compared against other funds. Use PLJEX overlap to find shared positions, or PLJEX vs another fund for a side-by-side view. PLJEX alternatives are available via the screener, along with tax-loss harvesting opportunities.