PLTZX Mutual Fund

PLTZX Mutual Fund (Principal LifeTime 2060 Fund Institutional) is managed by Principal Funds with $1.05B in net assets. PLTZX expense ratio is 0.59%, holding 15 positions across various sectors. Inception date: 2013-03-01.

PLTZX performance shows a YTD return of 8.22%. The 1-year return is 17.07% and the 5-year return is 7.57%. PLTZX dividend yield stands at 7.64%, paid annually.

PLTZX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (26.0%), Equity Income Fund (7.0%), Largecap Value Fund Iii (6.5%), Largecap Growth Fund I (6.3%). 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.