PLSIX Mutual Fund
PLSIX Mutual Fund
Principal LifeTime Strategic Income Fund Institutional Class
PLSIX Mutual Fund Overview
PLSIX Mutual Fund (Principal LifeTime Strategic Income Fund Institutional Class) is managed by Principal Funds with $460.2M in net assets. PLSIX expense ratio is 0.46%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.
PLSIX performance shows a YTD return of 3.61%. The 1-year return is 8.87% and the 5-year return is 3.68%. PLSIX dividend yield stands at 5.57%, paid annually.
PLSIX top holdings include Sun Life Core Fixed Income (34.2%), Principal Short-Term Income Fund Institutional Class (16.5%), Largecap S&p 500 Index Fund (9.8%), International Equity Fund (9.6%), High Yield Fund (6.4%). View all PLSIX holdings, sector breakdown, or dividend history.
PLSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.