PLSSX Mutual Fund

PLSSX Mutual Fund

NAV$11.57
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Fund Essentials

Net Assets
$7M
Expense Ratio
0.89%
Dividend Yield (Current)
2.16%
Holdings
18
Inception Date
Mar 1, 2001
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.97%
1 Year+11.61%
3 Year+1.48%
5 Year+3.45%
10 Year+3.52%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
2.16%
Frequency
Annually
Latest Distribution
$0.30
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLSSX Mutual Fund Overview

PLSSX Mutual Fund (Principal LifeTime Strategic Income Fund Class R4) is managed by Principal Funds with $7.5M in net assets. PLSSX expense ratio is 0.89%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PLSSX performance shows a YTD return of 7.97%. The 1-year return is 11.61% and the 5-year return is 3.45%. PLSSX dividend yield stands at 2.16%, paid annually.

PLSSX top holdings include a diversified portfolio. Go to all PLSSX holdings, PLSSX sectors, or PLSSX dividends.

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