PTCMX Mutual Fund
PTCMX Mutual Fund
PTCMX Mutual Fund
Principal LifeTime 2030 Fund Class R-3
PTCMX Mutual Fund Overview
PTCMX Mutual Fund (Principal LifeTime 2030 Fund Class R-3) is managed by Principal Funds with $122.4M in net assets. PTCMX expense ratio is 1.07%, holding 18 positions across various sectors. Inception date: 2001-03-01.
PTCMX performance shows a YTD return of 4.48%. The 1-year return is 10.49% and the 5-year return is 4.06%. PTCMX dividend yield stands at 8.75%, paid annually.
PTCMX 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 PTCMX holdings, PTCMX sectors, or PTCMX dividends.
PTCMX can be compared against other funds. Use PTCMX overlap to find shared positions, or PTCMX vs another fund for a side-by-side view. PTCMX alternatives are available via the screener, along with tax-loss harvesting opportunities.