PTCAX Mutual Fund
PTCAX Mutual Fund
PTCAX Mutual Fund
Principal LifeTime 2030 Fund Class A
PTCAX Mutual Fund Overview
PTCAX Mutual Fund (Principal LifeTime 2030 Fund Class A) is managed by Principal Funds with $134.2M in net assets. PTCAX expense ratio is 0.82%, holding 23 positions across various sectors. Inception date: 2005-06-28.
PTCAX performance shows a YTD return of 5.89%. The 1-year return is 9.94% and the 5-year return is 4.28%. PTCAX dividend yield stands at 8.76%, paid annually.
PTCAX top holdings include Income Fund (28.0%), Largecap S&p 500 Index Fund (15.0%), Principal International Equity R-6 (14.3%), Principal Short-Term Income Fund Institutional Class (5.7%), High Yield Fund (4.7%). Go to all PTCAX holdings, PTCAX sectors, or PTCAX dividends.
PTCAX can be compared against other funds. Use PTCAX overlap to find shared positions, or PTCAX vs another fund for a side-by-side view. PTCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.