PLTAX Mutual Fund (Principal LifeTime 2060 Fund Class J) is managed by Principal Funds with $21.0M in net assets. PLTAX expense ratio is 0.93%, holding 15 positions across sectors including Unknown. Inception date: 2013-03-01.

PLTAX performance shows a YTD return of 7.67%. The 1-year return is 17.41% and the 5-year return is 7.33%. PLTAX dividend yield stands at 7.46%, paid annually.

PLTAX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (26.0%), Equity Income Fund (7.0%), Largecap Value Fund Iii (6.5%), Largecap Growth Fund I (6.3%). View all PLTAX holdings, sector breakdown, or dividend history.

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