PLNTX Mutual Fund
PLNTX Mutual Fund
Principal LifeTime Hybrid 2045 Fund Class R6
PLNTX Mutual Fund Overview
PLNTX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class R6) is managed by Principal Funds with $366.1M in net assets. PLNTX expense ratio is 0.32%, holding 9 positions across sectors including Unknown. Inception date: 2015-08-24.
PLNTX performance shows a YTD return of 8.89%. The 1-year return is 20.72% and the 5-year return is 9.14%. PLNTX dividend yield stands at 4.52%, paid annually.
PLNTX top holdings include Principal Large Cap S&p 500 Index Inst (47.2%), International Equity Fund (23.3%), Principal Bond Market Index Instl (10.4%), Global Emerging Markets Fund (5.4%), Smallcap S&p 600 Index Fund (4.3%). View all PLNTX holdings, sector breakdown, or dividend history.
PLNTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLNTX alternatives are available via the screener, along with tax-loss harvesting opportunities.