PLTSX Mutual Fund

PLTSX Mutual Fund

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Fund Essentials

Net Assets
$224,608.05
Expense Ratio
1.60%
Dividend Yield (Current)
1.28%
Holdings
15
Inception Date
Mar 1, 2023
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+16.50%
1 Year+21.82%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.28%
Frequency
Unspecified

Peer Comparison

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

PLTSX Mutual Fund Overview

PLTSX Mutual Fund (Principal LifeTime 2070 Fund Class R1) is managed by Principal Funds with $224,608.05 in net assets. PLTSX expense ratio is 1.60%, holding 15 positions across various sectors. Inception date: 2023-03-01.

PLTSX performance shows a YTD return of 16.50%. The 1-year return is 21.82%. PLTSX dividend yield stands at 1.28%, paid unspecified.

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

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