PLTYX Mutual Fund

PLTYX Mutual Fund (Principal LifeTime Hybrid Income Fund Class R6) is managed by Principal Funds with $100.3M in net assets. PLTYX expense ratio is 0.31%, holding 13 positions across various sectors. Inception date: 2015-08-24.

PLTYX performance shows a YTD return of 4.73%. The 1-year return is 8.62% and the 5-year return is 3.96%. PLTYX dividend yield stands at 4.34%, paid annually.

PLTYX top holdings include Principal Bond Market Index Institutional Class (34.2%), Largecap S&p 500 Index Fund (19.0%), Principal Short-Term Income Fund Institutional Class (16.8%), Principal International Equity R-6 (8.9%), High Yield Fund (6.5%). 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.