PTCPX Mutual Fund
PTCPX Mutual Fund
Principal LifeTime 2030 Fund Class R-5
PTCPX Mutual Fund Overview
PTCPX Mutual Fund (Principal LifeTime 2030 Fund Class R-5) is managed by Principal Funds with $176.2M in net assets. PTCPX expense ratio is 0.76%, holding 18 positions across sectors including Unknown, Other. Inception date: 2001-03-01.
PTCPX performance shows a YTD return of 4.88%. The 1-year return is 11.71% and the 5-year return is 4.64%. PTCPX dividend yield stands at 8.96%, 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%). View all PTCPX holdings, sector breakdown, or dividend history.
PTCPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PTCPX alternatives are available via the screener, along with tax-loss harvesting opportunities.