PLTBX Mutual Fund

PLTBX Mutual Fund

NAV$13.11
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Fund Essentials

Net Assets
$248,184.07
Expense Ratio
1.10%
Dividend Yield (Current)
1.27%
Holdings
15
Inception Date
Mar 1, 2023
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+17.05%
1 Year+22.36%
3 Year-7.56%
5 Year-0.32%
10 Year+3.14%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.27%
Frequency
Annually

Peer Comparison

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

PLTBX Mutual Fund Overview

PLTBX Mutual Fund (Principal LifeTime 2070 Fund Class R4) is managed by Principal Funds with $248,184.07 in net assets. PLTBX expense ratio is 1.10%, holding 15 positions across various sectors. Inception date: 2023-03-01.

PLTBX performance shows a YTD return of 17.05%. The 1-year return is 22.36% and the 5-year return is -0.32%. PLTBX dividend yield stands at 1.27%, paid annually.

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

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