PLMTX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Class R6) is managed by Principal Funds with $526.6M in net assets. PLMTX expense ratio is 0.31%, holding 9 positions across sectors including Unknown. Inception date: 2015-08-24.

PLMTX performance shows a YTD return of 8.06%. The 1-year return is 18.83% and the 5-year return is 8.25%. PLMTX dividend yield stands at 4.16%, paid annually.

PLMTX top holdings include Principal Large Cap S&p 500 Index Inst (42.1%), International Equity Fund (20.8%), Principal Bond Market Index Instl (18.5%), Global Emerging Markets Fund (4.9%), Smallcap S&p 600 Index Fund (3.8%). View all PLMTX holdings, sector breakdown, or dividend history.

PLMTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.