PTERX Mutual Fund
PTERX Mutual Fund
PTERX Mutual Fund
Principal LifeTime 2050 Fund Class R-3
PTERX Mutual Fund Overview
PTERX Mutual Fund (Principal LifeTime 2050 Fund Class R-3) is managed by Principal Funds with $90.0M in net assets. PTERX expense ratio is 1.15%, holding 20 positions across various sectors. Inception date: 2001-03-01.
PTERX performance shows a YTD return of 9.47%. The 1-year return is 15.18% and the 5-year return is 7.31%. PTERX dividend yield stands at 8.70%, paid annually.
PTERX 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 PTERX holdings, PTERX sectors, or PTERX dividends.
PTERX can be compared against other funds. Use PTERX overlap to find shared positions, or PTERX vs another fund for a side-by-side view. PTERX alternatives are available via the screener, along with tax-loss harvesting opportunities.