PLJTX Mutual Fund

PLJTX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Class R6) is managed by Principal Funds with $439.6M in net assets. PLJTX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2015-08-24.

PLJTX performance shows a YTD return of 9.37%. The 1-year return is 20.77% and the 5-year return is 9.32%. PLJTX dividend yield stands at 4.43%, paid annually.

PLJTX top holdings include Principal Large Cap S&p 500 Index Inst (51.3%), International Equity Fund (25.3%), Global Emerging Markets Fund (5.9%), Smallcap S&p 600 Index Fund (4.6%), Midcap S&p 400 Index Fund (4.5%). 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.