PLTZX Mutual Fund

PLTZX Mutual Fund (Principal LifeTime 2060 Fund Institutional) is managed by Principal Funds with $1.01B in net assets. PLTZX expense ratio is 0.59%, holding 20 positions across various sectors. Inception date: 2013-03-01.

PLTZX performance shows a YTD return of 10.17%. The 1-year return is 16.18% and the 5-year return is 7.52%. PLTZX dividend yield stands at 7.50%, paid annually.

PLTZX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.6%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). Go to all PLTZX holdings, PLTZX sectors, or PLTZX dividends.

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