PTERX Mutual Fund (Principal LifeTime 2050 Fund Class R-3) is managed by Principal Funds with $91.5M in net assets. PTERX expense ratio is 1.15%, holding 15 positions across sectors including Unknown. Inception date: 2001-03-01.

PTERX performance shows a YTD return of 7.34%. The 1-year return is 16.83% and the 5-year return is 7.50%. PTERX dividend yield stands at 8.88%, 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%). View all PTERX holdings, sector breakdown, or dividend history.

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