PLRTX Mutual Fund

PLRTX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Class R6) is managed by Principal Funds with $418.4M in net assets. PLRTX expense ratio is 0.29%, holding 10 positions across various sectors. Inception date: 2015-08-24.

PLRTX performance shows a YTD return of 7.86%. The 1-year return is 13.98% and the 5-year return is 6.52%. PLRTX dividend yield stands at 4.34%, paid annually.

PLRTX top holdings include Largecap S&p 500 Index Fund (35.2%), Principal Bond Market Index Institutional Class (29.7%), Principal International Equity R-6 (16.5%), Global Emerging Markets Fund (4.5%), High Yield Fund (4.3%). Go to all PLRTX holdings, PLRTX sectors, or PLRTX dividends.

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