PTEFX Mutual Fund (Principal LifeTime 2050 Fund Class R-5) is managed by Principal Funds with $144.5M in net assets. PTEFX expense ratio is 0.84%, holding 15 positions across sectors including Unknown. Inception date: 2001-03-01.

PTEFX performance shows a YTD return of 7.56%. The 1-year return is 17.20% and the 5-year return is 7.85%. PTEFX dividend yield stands at 9.01%, paid annually.

PTEFX top holdings include Largecap S&p 500 Index Fund (25.9%), International Equity Fund (25.4%), Equity Income Fund (6.9%), Largecap Value Fund Iii (6.3%), Largecap Growth Fund I (6.2%). View all PTEFX holdings, sector breakdown, or dividend history.

PTEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PTEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.