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 $505.6M in net assets. PLZTX expense ratio is 0.29%, holding 12 positions across sectors including Unknown, Other. Inception date: 2015-08-24.
PLZTX performance shows a YTD return of 6.16%. The 1-year return is 14.69% and the 5-year return is 6.24%. PLZTX dividend yield stands at 4.36%, 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%). View all PLZTX holdings, sector breakdown, or dividend history.
PLZTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLZTX alternatives are available via the screener, along with tax-loss harvesting opportunities.