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 $95.3M in net assets. PTERX expense ratio is 1.15%, holding 15 positions across various sectors. Inception date: 2001-03-01.
PTERX performance shows a YTD return of 7.62%. The 1-year return is 16.04% and the 5-year return is 7.35%. PTERX dividend yield stands at 8.85%, paid annually.
PTERX 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 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.