PLTDX Mutual Fund
PLTDX Mutual Fund
Principal LifeTime 2070 Fund Class R3
PLTDX Mutual Fund Overview
PLTDX Mutual Fund (Principal LifeTime 2070 Fund Class R3) is managed by Principal Funds with $1.9M in net assets. PLTDX expense ratio is 1.19%, holding 15 positions across sectors including Unknown. Inception date: 2023-03-01.
PLTDX performance shows a YTD return of 7.48%. The 1-year return is 17.03%. PLTDX dividend yield stands at 4.15%, paid annually.
PLTDX 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 PLTDX holdings, sector breakdown, or dividend history.
PLTDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTDX alternatives are available via the screener, along with tax-loss harvesting opportunities.