PLTMX Mutual Fund

PLTMX Mutual Fund

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Fund Essentials

Net Assets
$10M
Expense Ratio
1.05%
Dividend Yield (Current)
1.18%
Holdings
15
Inception Date
Mar 1, 2013
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+17.12%
1 Year+19.41%
3 Year+4.62%
5 Year+9.08%
10 Year+7.72%

Asset Allocation

Other: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
1.18%
Frequency
Annually
Latest Distribution
$0.46
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLTMX Mutual Fund Overview

PLTMX Mutual Fund (Principal LifeTime 2060 Fund class R4) is managed by Principal Funds with $9.6M in net assets. PLTMX expense ratio is 1.05%, holding 15 positions across various sectors. Inception date: 2013-03-01.

PLTMX performance shows a YTD return of 17.12%. The 1-year return is 19.41% and the 5-year return is 9.08%. PLTMX dividend yield stands at 1.18%, paid annually.

PLTMX top holdings include a diversified portfolio. Go to all PLTMX holdings, PLTMX sectors, or PLTMX dividends.

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