PTCPX Mutual Fund
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 $171.5M in net assets. PTCPX expense ratio is 0.76%, holding 23 positions across various sectors. Inception date: 2001-03-01.
PTCPX performance shows a YTD return of 5.93%. The 1-year return is 9.99% and the 5-year return is 4.35%. PTCPX dividend yield stands at 8.87%, paid annually.
PTCPX top holdings include Income Fund (28.0%), Largecap S&p 500 Index Fund (15.0%), Principal International Equity R-6 (14.3%), Principal Short-Term Income Fund Institutional Class (5.7%), High Yield Fund (4.7%). 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.