PLNTX Mutual Fund

PLNTX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class R6) is managed by Principal Funds with $381.6M in net assets. PLNTX expense ratio is 0.32%, holding 10 positions across various sectors. Inception date: 2015-08-24.

PLNTX performance shows a YTD return of 10.43%. The 1-year return is 18.02% and the 5-year return is 8.76%. PLNTX dividend yield stands at 4.46%, paid annually.

PLNTX top holdings include Largecap S&p 500 Index Fund (46.9%), Principal International Equity R-6 (21.9%), Principal Bond Market Index Institutional Class (10.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.5%). Go to all PLNTX holdings, PLNTX sectors, or PLNTX dividends.

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