PLSPX Mutual Fund
PLSPX Mutual Fund
PLSPX Mutual Fund
Principal LifeTime Strategic Income Fund Class R5
PLSPX Mutual Fund Overview
PLSPX Mutual Fund (Principal LifeTime Strategic Income Fund Class R5) is managed by Principal Funds with $31.3M in net assets. PLSPX expense ratio is 0.73%, holding 18 positions across various sectors. Inception date: 2001-03-01.
PLSPX performance shows a YTD return of 3.10%. The 1-year return is 7.88% and the 5-year return is 3.17%. PLSPX dividend yield stands at 5.31%, paid annually.
PLSPX 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 PLSPX holdings, PLSPX sectors, or PLSPX dividends.
PLSPX can be compared against other funds. Use PLSPX overlap to find shared positions, or PLSPX vs another fund for a side-by-side view. PLSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.