PLJTX Mutual Fund

PLJTX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Class R6) is managed by Principal Funds with $440.4M in net assets. PLJTX expense ratio is 0.33%, holding 10 positions across various sectors. Inception date: 2015-08-24.

PLJTX performance shows a YTD return of 11.34%. The 1-year return is 19.50% and the 5-year return is 9.24%. PLJTX dividend yield stands at 4.36%, paid annually.

PLJTX top holdings include Largecap S&p 500 Index Fund (50.9%), Principal International Equity R-6 (23.9%), Global Emerging Markets Fund (6.5%), Smallcap S&p 600 Index Fund (4.8%), Principal Bond Market Index Institutional Class (4.7%). Go to all PLJTX holdings, PLJTX sectors, or PLJTX dividends.

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