PLRTX Mutual Fund

PLRTX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Class R6) is managed by Principal Funds with $421.7M in net assets. PLRTX expense ratio is 0.29%, holding 9 positions across various sectors. Inception date: 2015-08-24.

PLRTX performance shows a YTD return of 6.46%. The 1-year return is 15.17% and the 5-year return is 6.62%. PLRTX dividend yield stands at 4.40%, 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%). 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.