PLSIX Mutual Fund

PLSIX Mutual Fund (Principal LifeTime Strategic Income Fund Institutional Class) is managed by Principal Funds with $452.7M in net assets. PLSIX expense ratio is 0.46%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PLSIX performance shows a YTD return of 3.27%. The 1-year return is 8.14% and the 5-year return is 3.44%. PLSIX dividend yield stands at 5.54%, paid annually.

PLSIX top holdings include Core Fixed Income Fund (34.0%), Short-Term Income Fund (16.6%), Largecap S&p 500 Index Fund (9.7%), International Equity Fund (9.3%), High Yield Fund (6.4%). Go to all PLSIX holdings, PLSIX sectors, or PLSIX dividends.

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