PTCPX Mutual Fund

PTCPX Mutual Fund (Principal LifeTime 2030 Fund Class R-5) is managed by Principal Funds with $180.2M in net assets. PTCPX expense ratio is 0.76%, holding 18 positions across various sectors. Inception date: 2001-03-01.

PTCPX performance shows a YTD return of 4.67%. The 1-year return is 10.89% and the 5-year return is 4.38%. PTCPX dividend yield stands at 8.97%, paid annually.

PTCPX 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 PTCPX holdings, PTCPX sectors, or PTCPX dividends.

PTCPX can be compared against other funds. Use PTCPX overlap to find shared positions, or PTCPX vs another fund for a side-by-side view. PTCPX alternatives are available via the screener, along with tax-loss harvesting opportunities.