PLTFX Mutual Fund
PLTFX Mutual Fund
PLTFX Mutual Fund
Principal LifeTime 2070 Fund Class R5
PLTFX Mutual Fund Overview
PLTFX Mutual Fund (Principal LifeTime 2070 Fund Class R5) is managed by Principal Funds with $4.2M in net assets. PLTFX expense ratio is 0.88%, holding 15 positions across various sectors. Inception date: 2023-03-01.
PLTFX performance shows a YTD return of 8.01%. The 1-year return is 16.63%. PLTFX dividend yield stands at 4.35%, paid annually.
PLTFX 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 PLTFX holdings, PLTFX sectors, or PLTFX dividends.
PLTFX can be compared against other funds. Use PLTFX overlap to find shared positions, or PLTFX vs another fund for a side-by-side view. PLTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.