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 15 positions across sectors including Unknown. Inception date: 2017-09-06.

PLJEX performance shows a YTD return of 7.71%. The 1-year return is 17.49% and the 5-year return is 7.52%. PLJEX dividend yield stands at 6.20%, paid annually.

PLJEX 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%). View all PLJEX holdings, sector breakdown, or dividend history.

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