PTBPX Mutual Fund (Principal LifeTime 2020 Fund Class R-5) is managed by Principal Funds with $72.6M in net assets. PTBPX expense ratio is 0.73%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.

PTBPX performance shows a YTD return of 3.81%. The 1-year return is 9.37% and the 5-year return is 3.52%. PTBPX dividend yield stands at 9.47%, 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%). View all PTBPX holdings, sector breakdown, or dividend history.

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