PLTGX Mutual Fund

PLTGX Mutual Fund (Principal LifeTime 2070 Fund Institutional Class) is managed by Principal Funds with $106.3M in net assets. PLTGX expense ratio is 0.63%, holding 15 positions across various sectors. Inception date: 2023-03-01.

PLTGX performance shows a YTD return of 8.19%. The 1-year return is 16.89%. PLTGX dividend yield stands at 4.48%, paid annually.

PLTGX 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 PLTGX holdings, PLTGX sectors, or PLTGX dividends.

PLTGX can be compared against other funds. Use PLTGX overlap to find shared positions, or PLTGX vs another fund for a side-by-side view. PLTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.