PTCAX Mutual Fund

PTCAX Mutual Fund (Principal LifeTime 2030 Fund Class A) is managed by Principal Funds with $139.0M in net assets. PTCAX expense ratio is 0.82%, holding 18 positions across various sectors. Inception date: 2005-06-28.

PTCAX performance shows a YTD return of 4.64%. The 1-year return is 10.84% and the 5-year return is 4.30%. PTCAX dividend yield stands at 8.86%, 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%). 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.