PLTQX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Institutional) is managed by Principal Funds with $80.5M in net assets. PLTQX expense ratio is 0.34%, holding 9 positions across sectors including Unknown. Inception date: 2014-09-30.

PLTQX performance shows a YTD return of 8.01%. The 1-year return is 18.76% and the 5-year return is 8.21%. PLTQX dividend yield stands at 4.14%, 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%). View all PLTQX holdings, sector breakdown, or dividend history.

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