PLTQX Mutual Fund

PLTQX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Institutional) is managed by Principal Funds with $83.2M in net assets. PLTQX expense ratio is 0.34%, holding 9 positions across various sectors. Inception date: 2014-09-30.

PLTQX performance shows a YTD return of 7.59%. The 1-year return is 17.33% and the 5-year return is 7.91%. PLTQX dividend yield stands at 4.16%, paid annually.

PLTQX top holdings include Principal Large Cap S&p 500 Index Inst (42.1%), International Equity Fund (20.8%), Principal Bond Market Index Instl (18.5%), Global Emerging Markets Fund (4.9%), Smallcap S&p 600 Index Fund (3.8%). Go to all PLTQX holdings, PLTQX sectors, or PLTQX dividends.

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