PPLIX Mutual Fund
PPLIX Mutual Fund
Principal LifeTime 2050 Fund Institutional Class
PPLIX Mutual Fund Overview
PPLIX Mutual Fund (Principal LifeTime 2050 Fund Institutional Class) is managed by Principal Funds with $2.43B in net assets. PPLIX expense ratio is 0.59%, holding 15 positions across sectors including Unknown. Inception date: 2001-03-01.
PPLIX performance shows a YTD return of 7.68%. The 1-year return is 17.45% and the 5-year return is 8.11%. PPLIX dividend yield stands at 9.16%, paid annually.
PPLIX top holdings include Largecap S&p 500 Index Fund (25.9%), International Equity Fund (25.4%), Equity Income Fund (6.9%), Largecap Value Fund Iii (6.3%), Largecap Growth Fund I (6.2%). View all PPLIX holdings, sector breakdown, or dividend history.
PPLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.