PTERX Mutual Fund Analysis & Holdings | MarketXLS

PTERX Mutual Fund

NAV$19.61

AUM$92M

TER1.15%

Holdings15

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PTERX Mutual Fund

NAV$19.61

Principal LifeTime 2050 Fund Class R-3

AUM$92M

TER1.15%

Holdings15

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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PTERX Mutual Fund Similar Funds

PTERX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include NWOAX, PAHDX, NWOCX, ISNSX, AADUX.

PTERX alternatives help with portfolio diversification and cost optimization. PTERX overlap shows shared holdings with similar funds. PTERX tax-loss harvesting finds correlated substitutes.