PLKJX Mutual Fund

PLKJX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Class J) is managed by Principal Funds with $5.2M in net assets. PLKJX expense ratio is 0.61%, holding 9 positions across various sectors. Inception date: 2023-03-01.

PLKJX performance shows a YTD return of 9.41%. The 1-year return is 20.78%. PLKJX dividend yield stands at 2.77%, paid annually.

PLKJX top holdings include Largecap S&p 500 Index Fund (51.7%), Pacificorp 4.65% 4/15/2029 (25.2%), Global Emerging Markets Fund (6.9%), Smallcap S&p 600 Index Fund (4.8%), Midcap S&P 400 Index Fund (4.7%). Go to all PLKJX holdings, PLKJX sectors, or PLKJX dividends.

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