PLTRX Mutual Fund

PLTRX Mutual Fund

NAV$17.54
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Fund Essentials

Net Assets
$4M
Expense Ratio
1.55%
Dividend Yield (Current)
0.77%
Holdings
15
Inception Date
Mar 1, 2013
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.57%
1 Year+18.77%
3 Year+4.08%
5 Year+8.53%
10 Year+7.16%

Asset Allocation

Other: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.77%
Frequency
Annually
Latest Distribution
$0.38
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLTRX Mutual Fund Overview

PLTRX Mutual Fund (Principal LifeTime 2060 Fund Class R1) is managed by Principal Funds with $4.0M in net assets. PLTRX expense ratio is 1.55%, holding 15 positions across various sectors. Inception date: 2013-03-01.

PLTRX performance shows a YTD return of 16.57%. The 1-year return is 18.77% and the 5-year return is 8.53%. PLTRX dividend yield stands at 0.77%, paid annually.

PLTRX top holdings include a diversified portfolio. Go to all PLTRX holdings, PLTRX sectors, or PLTRX dividends.

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