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 $4.1M in net assets. PLTFX expense ratio is 0.88%, holding 15 positions across sectors including Unknown. Inception date: 2023-03-01.
PLTFX performance shows a YTD return of 7.65%. The 1-year return is 17.36%. PLTFX dividend yield stands at 4.36%, 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%). View all PLTFX holdings, sector breakdown, or dividend history.
PLTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.