PLNTX Mutual Fund

PLNTX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class R6) is managed by Principal Funds with $379.5M in net assets. PLNTX expense ratio is 0.32%, holding 9 positions across various sectors. Inception date: 2015-08-24.

PLNTX performance shows a YTD return of 8.61%. The 1-year return is 19.26% and the 5-year return is 8.87%. PLNTX dividend yield stands at 4.53%, paid annually.

PLNTX top holdings include Largecap S&p 500 Index Fund (45.9%), International Equity Fund (22.4%), Bond Market Index Fund (11.1%), Global Emerging Markets Fund (6.2%), Smallcap S&p 600 Index Fund (4.3%). 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.