PLTAX Mutual Fund

PLTAX Mutual Fund (Principal LifeTime 2060 Fund Class J) is managed by Principal Funds with $21.8M in net assets. PLTAX expense ratio is 0.93%, holding 15 positions across various sectors. Inception date: 2013-03-01.

PLTAX performance shows a YTD return of 8.04%. The 1-year return is 16.62% and the 5-year return is 7.19%. PLTAX dividend yield stands at 7.43%, 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%). 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.