PLRRX Mutual Fund

PLRRX Mutual Fund (Principal LifeTime Hybrid 2015 Fund Class R6) is managed by Principal Funds with $40.9M in net assets. PLRRX expense ratio is 0.31%, holding 12 positions across various sectors. Inception date: 2015-08-24.

PLRRX performance shows a YTD return of 4.12%. The 1-year return is 12.93% and the 5-year return is 4.44%. PLRRX dividend yield stands at 4.25%, paid annually.

PLRRX top holdings include Principal Bond Market Index Instl (34.2%), Principal Large Cap S&p 500 Index Inst (19.4%), Principal Short-Term Income Fund Institutional Class (16.5%), Principal International Equity R-6 (9.6%), High Yield Fund (6.4%). Go to all PLRRX holdings, PLRRX sectors, or PLRRX dividends.

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