PLTNX Mutual Fund

PLTNX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Institutional) is managed by Principal Funds with $40.9M in net assets. PLTNX expense ratio is 0.36%, holding 9 positions across various sectors. Inception date: 2014-09-30.

PLTNX performance shows a YTD return of 9.83%. The 1-year return is 22.74% and the 5-year return is 9.71%. PLTNX dividend yield stands at 4.14%, paid annually.

PLTNX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PLTNX holdings, sector breakdown, or dividend history.

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