PMTIX Mutual Fund (Principal LifeTime 2030 Fund Institutional Class) is managed by Principal Funds with $2.95B in net assets. PMTIX expense ratio is 0.51%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.

PMTIX performance shows a YTD return of 5.01%. The 1-year return is 11.97% and the 5-year return is 4.90%. PMTIX dividend yield stands at 9.19%, paid annually.

PMTIX top holdings include Sun Life Core Fixed Income (27.9%), Largecap S&p 500 Index Fund (15.8%), International Equity Fund (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). View all PMTIX holdings, sector breakdown, or dividend history.

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