PLTOX Mutual Fund
PLTOX Mutual Fund
PLTOX Mutual Fund
Principal LifeTime 2060 Fund Class R5
PLTOX Mutual Fund Overview
PLTOX Mutual Fund (Principal LifeTime 2060 Fund Class R5) is managed by Principal Funds with $50.1M in net assets. PLTOX expense ratio is 0.85%, holding 20 positions across various sectors. Inception date: 2013-03-01.
PLTOX performance shows a YTD return of 10.02%. The 1-year return is 15.91% and the 5-year return is 7.24%. PLTOX dividend yield stands at 7.39%, paid annually.
PLTOX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.6%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). 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.