PLJIX Mutual Fund

PLJIX Mutual Fund (Principal LifeTime 2065 Fund Institutional) is managed by Principal Funds with $272.2M in net assets. PLJIX expense ratio is 0.61%, holding 15 positions across various sectors. Inception date: 2017-09-06.

PLJIX performance shows a YTD return of 8.22%. The 1-year return is 16.98% and the 5-year return is 7.64%. PLJIX dividend yield stands at 6.30%, paid annually.

PLJIX 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 PLJIX holdings, PLJIX sectors, or PLJIX dividends.

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