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 9 positions across various sectors. Inception date: 2014-09-30.

PLTHX performance shows a YTD return of 9.62%. The 1-year return is 21.16% and the 5-year return is 9.67%. PLTHX dividend yield stands at 3.95%, 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%). 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.