PLTJX Mutual Fund

PLTJX Mutual Fund (Principal LifeTime 2030 Fund Class J) is managed by Principal Funds with $1.12B in net assets. PLTJX expense ratio is 0.67%, holding 18 positions across various sectors. Inception date: 2001-06-15.

PLTJX performance shows a YTD return of 4.69%. The 1-year return is 10.95% and the 5-year return is 4.47%. PLTJX dividend yield stands at 9.10%, paid annually.

PLTJX top holdings include Sun Life Core Fixed Income (27.9%), Largecap S&p 500 Index Fund (15.8%), International Equity Fund (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). Go to all PLTJX holdings, PLTJX sectors, or PLTJX dividends.

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