PLSMX Mutual Fund
PLSMX Mutual Fund
PLSMX Mutual Fund
Principal LifeTime Strategic Income Fund Class R3
PLSMX Mutual Fund Overview
PLSMX Mutual Fund (Principal LifeTime Strategic Income Fund Class R3) is managed by Principal Funds with $25.6M in net assets. PLSMX expense ratio is 1.04%, holding 23 positions across various sectors. Inception date: 2001-03-01.
PLSMX performance shows a YTD return of 3.73%. The 1-year return is 6.67% and the 5-year return is 2.91%. PLSMX dividend yield stands at 5.03%, paid annually.
PLSMX top holdings include Income Fund (33.8%), Principal Short-Term Income Fund Institutional Class (16.8%), Largecap S&p 500 Index Fund (9.1%), Principal International Equity R-6 (8.9%), High Yield Fund (6.5%). Go to all PLSMX holdings, PLSMX sectors, or PLSMX dividends.
PLSMX can be compared against other funds. Use PLSMX overlap to find shared positions, or PLSMX vs another fund for a side-by-side view. PLSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.