PLJIX Mutual Fund
PLJIX Mutual Fund
Principal LifeTime 2065 Fund Institutional
PLJIX Mutual Fund Overview
PLJIX Mutual Fund (Principal LifeTime 2065 Fund Institutional) is managed by Principal Funds with $260.8M in net assets. PLJIX expense ratio is 0.61%, holding 15 positions across sectors including Unknown. Inception date: 2017-09-06.
PLJIX performance shows a YTD return of 7.84%. The 1-year return is 17.77% and the 5-year return is 7.79%. PLJIX dividend yield stands at 6.32%, 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%). View all PLJIX holdings, sector breakdown, or dividend history.
PLJIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLJIX alternatives are available via the screener, along with tax-loss harvesting opportunities.