PLTQX Mutual Fund
PLTQX Mutual Fund
PLTQX Mutual Fund
Principal LifeTime Hybrid 2040 Fund Institutional
PLTQX Mutual Fund Overview
PLTQX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Institutional) is managed by Principal Funds with $80.9M 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 7.92%. PLTQX dividend yield stands at 4.09%, paid annually.
PLTQX top holdings include Largecap S&p 500 Index Fund (40.7%), International Equity Fund (19.9%), Bond Market Index Fund (19.6%), Global Emerging Markets Fund (5.5%), 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.