PLZTX Mutual Fund

PLZTX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Class R6) is managed by Principal Funds with $511.5M in net assets. PLZTX expense ratio is 0.29%, holding 12 positions across various sectors. Inception date: 2015-08-24.

PLZTX performance shows a YTD return of 5.68%. The 1-year return is 13.52% and the 5-year return is 5.94%. PLZTX dividend yield stands at 4.33%, paid annually.

PLZTX top holdings include Largecap S&p 500 Index Fund (30.2%), Bond Market Index Fund (28.2%), International Equity Fund (14.7%), Short-Term Income Fund (5.6%), High Yield Fund (4.6%). Go to all PLZTX holdings, PLZTX sectors, or PLZTX dividends.

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