PLMTX Mutual Fund

PLMTX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Class R6) is managed by Principal Funds with $540.6M in net assets. PLMTX expense ratio is 0.31%, holding 9 positions across various sectors. Inception date: 2015-08-24.

PLMTX performance shows a YTD return of 7.64%. The 1-year return is 17.40% and the 5-year return is 7.96%. PLMTX dividend yield stands at 4.11%, paid annually.

PLMTX top holdings include Largecap S&p 500 Index Fund (40.7%), International Equity Fund (19.9%), Bond Market Index Fund (19.6%), Global Emerging Markets Fund (5.5%), Smallcap S&p 600 Index Fund (3.8%). Go to all PLMTX holdings, PLMTX sectors, or PLMTX dividends.

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