PLTFX Mutual Fund

PLTFX Mutual Fund (Principal LifeTime 2070 Fund Class R5) is managed by Principal Funds with $4.0M 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 4.27%, paid annually.

PLTFX 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 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.