PLKJX Mutual Fund

PLKJX Mutual Fund (Principal LifeTime Hybrid 2070 Fund Class J) is managed by Principal Funds with $5.7M in net assets. PLKJX expense ratio is 0.61%, holding 10 positions across various sectors. Inception date: 2023-03-01.

PLKJX performance shows a YTD return of 9.87%. The 1-year return is 14.08%. PLKJX dividend yield stands at 2.76%, paid annually.

PLKJX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.7%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). Go to all PLKJX holdings, PLKJX sectors, or PLKJX dividends.

PLKJX can be compared against other funds. Use PLKJX overlap to find shared positions, or PLKJX vs another fund for a side-by-side view. PLKJX alternatives are available via the screener, along with tax-loss harvesting opportunities.