PLTTX Mutual Fund
PLTTX Mutual Fund
Principal LifeTime Hybrid 2020 Fund Class R6
PLTTX Mutual Fund Overview
PLTTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Class R6) is managed by Principal Funds with $205.6M in net assets. PLTTX expense ratio is 0.31%, holding 12 positions across sectors including Unknown, Other. Inception date: 2015-08-24.
PLTTX performance shows a YTD return of 4.82%. The 1-year return is 11.64% and the 5-year return is 4.82%. PLTTX dividend yield stands at 5.85%, paid annually.
PLTTX top holdings include Principal Bond Market Index Instl (32.3%), Principal Large Cap S&p 500 Index Inst (22.7%), Principal Short-Term Income Fund Institutional Class (13.6%), Principal International Equity R-6 (11.2%), High Yield Fund (5.8%). View all PLTTX holdings, sector breakdown, or dividend history.
PLTTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.