PLSSX Mutual Fund

NAV$11.57

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%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all PLSSX holdings, sector breakdown, or dividend history.

PLSSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.