PLTYX Mutual Fund

PLTYX Mutual Fund (Principal LifeTime Hybrid Income Fund Class R6) is managed by Principal Funds with $102.2M in net assets. PLTYX expense ratio is 0.31%, holding 12 positions across various sectors. Inception date: 2015-08-24.

PLTYX performance shows a YTD return of 3.82%. The 1-year return is 9.55% and the 5-year return is 3.91%. PLTYX dividend yield stands at 4.38%, paid annually.

PLTYX top holdings include Irs USD (34.1%), Largecap S&p 500 Index Fund (19.0%), Short-Term Income Fund (16.5%), International Equity Fund (9.2%), High Yield Fund (6.4%). Go to all PLTYX holdings, PLTYX sectors, or PLTYX dividends.

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