PTBPX Mutual Fund

PTBPX Mutual Fund (Principal LifeTime 2020 Fund Class R-5) is managed by Principal Funds with $74.2M in net assets. PTBPX expense ratio is 0.73%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PTBPX performance shows a YTD return of 3.48%. The 1-year return is 8.68% and the 5-year return is 3.27%. PTBPX dividend yield stands at 9.50%, paid annually.

PTBPX 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 PTBPX holdings, PTBPX sectors, or PTBPX dividends.

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