PMTIX Mutual Fund
PMTIX Mutual Fund
PMTIX Mutual Fund
Principal LifeTime 2030 Fund Institutional Class
PMTIX Mutual Fund Overview
PMTIX Mutual Fund (Principal LifeTime 2030 Fund Institutional Class) is managed by Principal Funds with $2.99B in net assets. PMTIX expense ratio is 0.51%, holding 18 positions across various sectors. Inception date: 2001-03-01.
PMTIX performance shows a YTD return of 4.80%. The 1-year return is 11.14% and the 5-year return is 4.65%. PMTIX dividend yield stands at 9.20%, 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%). Go to all PMTIX holdings, PMTIX sectors, or PMTIX dividends.
PMTIX can be compared against other funds. Use PMTIX overlap to find shared positions, or PMTIX vs another fund for a side-by-side view. PMTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.