PLTTX Mutual Fund

PLTTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Class R6) is managed by Principal Funds with $206.3M in net assets. PLTTX expense ratio is 0.31%, holding 12 positions across various sectors. Inception date: 2015-08-24.

PLTTX performance shows a YTD return of 4.25%. The 1-year return is 10.60% and the 5-year return is 4.62%. PLTTX dividend yield stands at 5.83%, paid annually.

PLTTX top holdings include Bond Market Index Fund (32.5%), Largecap S&p 500 Index Fund (21.7%), Short-Term Income Fund (14.0%), International Equity Fund (10.6%), High Yield Fund (5.9%). Go to all PLTTX holdings, PLTTX sectors, or PLTTX dividends.

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