PLZTX Mutual Fund
PLZTX Mutual Fund
PLZTX Mutual Fund
Principal LifeTime Hybrid 2030 Fund Class R6
PLZTX Mutual Fund Overview
PLZTX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Class R6) is managed by Principal Funds with $517.7M 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 5.93%. PLZTX dividend yield stands at 4.38%, paid annually.
PLZTX top holdings include Principal Large Cap S&p 500 Index Inst (31.2%), Principal Bond Market Index Instl (27.9%), Principal International Equity R-6 (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). 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.