PLTNX Mutual Fund

PLTNX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Institutional) is managed by Principal Funds with $42.3M in net assets. PLTNX expense ratio is 0.36%, holding 10 positions across various sectors. Inception date: 2014-09-30.

PLTNX performance shows a YTD return of 11.67%. The 1-year return is 20.00% and the 5-year return is 9.37%. PLTNX dividend yield stands at 4.08%, paid annually.

PLTNX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.6%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). 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.