PTBAX Mutual Fund (Principal LifeTime 2020 Fund Class A) is managed by Principal Funds with $76.5M in net assets. PTBAX expense ratio is 0.80%, holding 18 positions across sectors including Unknown, Other. Inception date: 2005-06-28.

PTBAX performance shows a YTD return of 3.81%. The 1-year return is 9.47% and the 5-year return is 3.45%. PTBAX dividend yield stands at 9.22%, paid annually.

PTBAX top holdings include Sun Life Core Fixed Income (32.3%), Principal Short-Term Income Fund Institutional Class (13.6%), Largecap S&p 500 Index Fund (11.5%), International Equity Fund (11.2%), High Yield Fund (5.8%). View all PTBAX holdings, sector breakdown, or dividend history.

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