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 $135.7M in net assets. PTCAX expense ratio is 0.82%, holding 18 positions across sectors including Unknown, Other. Inception date: 2005-06-28.
PTCAX performance shows a YTD return of 4.85%. The 1-year return is 11.66% and the 5-year return is 4.54%. PTCAX dividend yield stands at 8.85%, paid annually.
PTCAX top holdings include Sun Life Core Fixed Income (27.9%), Largecap S&p 500 Index Fund (15.8%), International Equity Fund (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). View all PTCAX holdings, sector breakdown, or dividend history.
PTCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PTCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.