PLTCX Mutual Fund
PLTCX Mutual Fund
PLTCX Mutual Fund
Principal LifeTime 2060 Fund Class R3
PLTCX Mutual Fund Overview
PLTCX Mutual Fund (Principal LifeTime 2060 Fund Class R3) is managed by Principal Funds with $36.2M in net assets. PLTCX expense ratio is 1.16%, holding 15 positions across various sectors. Inception date: 2013-03-01.
PLTCX performance shows a YTD return of 7.86%. The 1-year return is 16.36% and the 5-year return is 7.49%. PLTCX dividend yield stands at 7.21%, paid annually.
PLTCX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (25.3%), Equity Income Fund (7.2%), Global Emerging Markets Fund (6.9%), Largecap Value Fund Iii (6.6%). Go to all PLTCX holdings, PLTCX sectors, or PLTCX dividends.
PLTCX can be compared against other funds. Use PLTCX overlap to find shared positions, or PLTCX vs another fund for a side-by-side view. PLTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.