PLTLX Mutual Fund
PLTLX Mutual Fund
PLTLX Mutual Fund
Principal LifeTime 2070 Fund Class J
PLTLX Mutual Fund Overview
PLTLX Mutual Fund (Principal LifeTime 2070 Fund Class J) is managed by Principal Funds with $1.5M in net assets. PLTLX expense ratio is 0.88%, holding 15 positions across various sectors. Inception date: 2023-03-01.
PLTLX performance shows a YTD return of 8.02%. The 1-year return is 16.59%. PLTLX dividend yield stands at 4.32%, paid annually.
PLTLX 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 PLTLX holdings, PLTLX sectors, or PLTLX dividends.
PLTLX can be compared against other funds. Use PLTLX overlap to find shared positions, or PLTLX vs another fund for a side-by-side view. PLTLX alternatives are available via the screener, along with tax-loss harvesting opportunities.