PLWIX Mutual Fund

PLWIX Mutual Fund (Principal LifeTime 2020 Fund Institutional Class) is managed by Principal Funds with $879.1M in net assets. PLWIX expense ratio is 0.48%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PLWIX performance shows a YTD return of 3.62%. The 1-year return is 8.99% and the 5-year return is 3.55%. PLWIX dividend yield stands at 9.69%, paid annually.

PLWIX top holdings include Sun Life Core Fixed Income (32.3%), Principal Short-Term Income Fund Institutional Class (13.6%), Largecap S&p 500 Index Fund (11.5%), International Equity Fund (11.2%), High Yield Fund (5.8%). Go to all PLWIX holdings, PLWIX sectors, or PLWIX dividends.

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