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 $32.5M in net assets. PLSPX expense ratio is 0.73%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.
PLSPX performance shows a YTD return of 3.53%. The 1-year return is 8.61% and the 5-year return is 3.41%. PLSPX dividend yield stands at 5.33%, paid annually.
PLSPX 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 PLSPX holdings, sector breakdown, or dividend history.
PLSPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.