PLTHX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Institutional) is managed by Principal Funds with $26.8M in net assets. PLTHX expense ratio is 0.36%, holding 9 positions across sectors including Unknown. Inception date: 2014-09-30.

PLTHX performance shows a YTD return of 9.88%. The 1-year return is 22.77% and the 5-year return is 9.95%. PLTHX dividend yield stands at 3.94%, paid annually.

PLTHX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PLTHX holdings, sector breakdown, or dividend history.

PLTHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTHX alternatives are available via the screener, along with tax-loss harvesting opportunities.