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 $150.0M in net assets. PTEFX expense ratio is 0.84%, holding 15 positions across various sectors. Inception date: 2001-03-01.
PTEFX performance shows a YTD return of 7.84%. The 1-year return is 16.35% and the 5-year return is 7.67%. PTEFX dividend yield stands at 8.99%, 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%). 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.