PLTDX Mutual Fund
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 $2.4M in net assets. PLTDX expense ratio is 1.19%, holding 15 positions across various sectors. Inception date: 2023-03-01.
PLTDX performance shows a YTD return of 7.84%. The 1-year return is 16.29%. PLTDX dividend yield stands at 4.06%, paid annually.
PLTDX 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 PLTDX holdings, PLTDX sectors, or PLTDX dividends.
PLTDX can be compared against other funds. Use PLTDX overlap to find shared positions, or PLTDX vs another fund for a side-by-side view. PLTDX alternatives are available via the screener, along with tax-loss harvesting opportunities.