PLTYX Mutual Fund

PLTYX Mutual Fund (Principal LifeTime Hybrid Income Fund Class R6) is managed by Principal Funds with $101.3M 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 4.36%. The 1-year return is 10.53% and the 5-year return is 4.19%. PLTYX dividend yield stands at 4.36%, paid annually.

PLTYX top holdings include Principal Bond Market Index Instl (34.1%), Principal Large Cap S&p 500 Index Inst (19.4%), Principal Short-Term Income Fund Institutional Class (16.5%), Principal International Equity R-6 (9.6%), High Yield Fund (6.3%). View all PLTYX holdings, sector breakdown, or dividend history.

PLTYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.