PLTHX Mutual Fund

PLTHX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Institutional) is managed by Principal Funds with $28.1M in net assets. PLTHX expense ratio is 0.36%, holding 10 positions across various sectors. Inception date: 2014-09-30.

PLTHX performance shows a YTD return of 11.71%. The 1-year return is 19.98% and the 5-year return is 9.59%. PLTHX dividend yield stands at 3.88%, paid annually.

PLTHX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.6%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). Go to all PLTHX holdings, PLTHX sectors, or PLTHX dividends.

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