PLTZX Mutual Fund (Principal LifeTime 2060 Fund Institutional) is managed by Principal Funds with $1.02B in net assets. PLTZX expense ratio is 0.59%, holding 15 positions across sectors including Unknown. Inception date: 2013-03-01.

PLTZX performance shows a YTD return of 7.85%. The 1-year return is 17.85% and the 5-year return is 7.72%. PLTZX dividend yield stands at 7.66%, 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%). View all PLTZX holdings, sector breakdown, or dividend history.

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