PLTMX Mutual Fund

NAV$17.99

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%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 15 holdings for PLTMX
CSV export with sector, industry & share changes
Get CSV

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
See how PLTMX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

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. View all PLTMX holdings, sector breakdown, or dividend history.

PLTMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTMX alternatives are available via the screener, along with tax-loss harvesting opportunities.