PTEFX Mutual Fund
PTEFX Mutual Fund
PTEFX Mutual Fund
Principal LifeTime 2050 Fund Class R-5
PTEFX Mutual Fund Overview
PTEFX Mutual Fund (Principal LifeTime 2050 Fund Class R-5) is managed by Principal Funds with $145.2M in net assets. PTEFX expense ratio is 0.84%, holding 20 positions across various sectors. Inception date: 2001-03-01.
PTEFX performance shows a YTD return of 9.72%. The 1-year return is 15.50% and the 5-year return is 7.63%. PTEFX dividend yield stands at 8.83%, paid annually.
PTEFX top holdings include Largecap S&p 500 Index Fund (25.0%), Principal International Equity R-6 (23.9%), Principal Equity Income Inst (7.0%), Largecap Value Fund Iii (6.7%), Global Emerging Markets Fund (6.5%). Go to all PTEFX holdings, PTEFX sectors, or PTEFX dividends.
PTEFX can be compared against other funds. Use PTEFX overlap to find shared positions, or PTEFX vs another fund for a side-by-side view. PTEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.