PLTLX Mutual Fund

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 16 positions across various sectors. Inception date: 2023-03-01.

PLTLX performance shows a YTD return of 9.99%. The 1-year return is 15.77%. PLTLX dividend yield stands at 4.24%, paid annually.

PLTLX top holdings include Largecap S&p 500 Index Fund (25.7%), International Equity Fund (24.6%), Equity Income Fund (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). 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.