PTBMX Mutual Fund

PTBMX Mutual Fund (Principal LifeTime 2020 Fund Class R-3) is managed by Principal Funds with $42.2M in net assets. PTBMX expense ratio is 1.04%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PTBMX performance shows a YTD return of 3.24%. The 1-year return is 8.31% and the 5-year return is 2.95%. PTBMX dividend yield stands at 9.24%, paid annually.

PTBMX 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%). Go to all PTBMX holdings, PTBMX sectors, or PTBMX dividends.

PTBMX can be compared against other funds. Use PTBMX overlap to find shared positions, or PTBMX vs another fund for a side-by-side view. PTBMX alternatives are available via the screener, along with tax-loss harvesting opportunities.