PLTAX Mutual Fund
PLTAX Mutual Fund
PLTAX Mutual Fund
Principal LifeTime 2060 Fund Class J
PLTAX Mutual Fund Overview
PLTAX Mutual Fund (Principal LifeTime 2060 Fund Class J) is managed by Principal Funds with $21.4M in net assets. PLTAX expense ratio is 0.93%, holding 20 positions across various sectors. Inception date: 2013-03-01.
PLTAX performance shows a YTD return of 9.96%. The 1-year return is 15.80% and the 5-year return is 7.14%. PLTAX dividend yield stands at 7.30%, paid annually.
PLTAX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.6%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). Go to all PLTAX holdings, PLTAX sectors, or PLTAX dividends.
PLTAX can be compared against other funds. Use PLTAX overlap to find shared positions, or PLTAX vs another fund for a side-by-side view. PLTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.