PLTOX Mutual Fund (Principal LifeTime 2060 Fund Class R5) is managed by Principal Funds with $50.0M in net assets. PLTOX expense ratio is 0.85%, holding 15 positions across sectors including Unknown. Inception date: 2013-03-01.

PLTOX performance shows a YTD return of 7.73%. The 1-year return is 17.52% and the 5-year return is 7.44%. PLTOX dividend yield stands at 7.55%, paid annually.

PLTOX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (26.0%), Equity Income Fund (7.0%), Largecap Value Fund Iii (6.5%), Largecap Growth Fund I (6.3%). View all PLTOX holdings, sector breakdown, or dividend history.

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