PLTOX Mutual Fund

PLTOX Mutual Fund (Principal LifeTime 2060 Fund Class R5) is managed by Principal Funds with $49.8M in net assets. PLTOX expense ratio is 0.85%, holding 15 positions across various sectors. Inception date: 2013-03-01.

PLTOX performance shows a YTD return of 8.05%. The 1-year return is 16.74% and the 5-year return is 7.83%. PLTOX dividend yield stands at 7.39%, paid annually.

PLTOX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (25.3%), Equity Income Fund (7.2%), Global Emerging Markets Fund (6.9%), Largecap Value Fund Iii (6.6%). Go to all PLTOX holdings, PLTOX sectors, or PLTOX dividends.

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