PLTNX Mutual Fund

PLTNX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Institutional) is managed by Principal Funds with $42.8M 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 9.61%. The 1-year return is 21.21% and the 5-year return is 9.45%. PLTNX dividend yield stands at 4.15%, 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%). Go to all PLTNX holdings, PLTNX sectors, or PLTNX dividends.

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