PLWIX Mutual Fund (Principal LifeTime 2020 Fund Institutional Class) is managed by Principal Funds with $871.8M in net assets. PLWIX expense ratio is 0.48%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.

PLWIX performance shows a YTD return of 3.94%. The 1-year return is 9.76% and the 5-year return is 3.80%. PLWIX dividend yield stands at 9.66%, 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%). View all PLWIX holdings, sector breakdown, or dividend history.

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