PLRTX Mutual Fund
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 $417.7M 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 6.81%. PLRTX dividend yield stands at 4.34%, paid annually.
PLRTX top holdings include Largecap S&p 500 Index Fund (34.9%), Bond Market Index Fund (29.4%), International Equity Fund (17.0%), Global Emerging Markets Fund (4.7%), High Yield 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.