PLRTX Mutual Fund
PLRTX Mutual Fund
Principal LifeTime Hybrid 2035 Fund Class R6
PLRTX Mutual Fund Overview
PLRTX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Class R6) is managed by Principal Funds with $406.1M in net assets. PLRTX expense ratio is 0.29%, holding 9 positions across sectors including Unknown. Inception date: 2015-08-24.
PLRTX performance shows a YTD return of 6.97%. The 1-year return is 16.49% and the 5-year return is 6.94%. PLRTX dividend yield stands at 4.37%, paid annually.
PLRTX top holdings include Principal Large Cap S&p 500 Index Inst (36.0%), Principal Bond Market Index Instl (28.6%), International Equity Fund (17.8%), Principal High Yield R-6 (4.2%), Global Emerging Markets Fund (4.2%). View all PLRTX holdings, sector breakdown, or dividend history.
PLRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.