PLWIX Mutual Fund
PLWIX Mutual Fund
PLWIX Mutual Fund
Principal LifeTime 2020 Fund Institutional Class
PLWIX Mutual Fund Overview
PLWIX Mutual Fund (Principal LifeTime 2020 Fund Institutional Class) is managed by Principal Funds with $784.6M in net assets. PLWIX expense ratio is 0.48%, holding 23 positions across various sectors. Inception date: 2001-03-01.
PLWIX performance shows a YTD return of 2.63%. The 1-year return is 4.51% and the 5-year return is -4.08%. PLWIX dividend yield stands at 3.36%.
PLWIX top holdings include Income Fund (32.2%), Principal Short-Term Income Fund Institutional Class (14.2%), Largecap S&p 500 Index Fund (10.6%), Principal International Equity R-6 (10.3%), High Yield Fund (6.0%). Go to all PLWIX holdings, PLWIX sectors, or PLWIX dividends.
PLWIX can be compared against other funds. Use PLWIX overlap to find shared positions, or PLWIX vs another fund for a side-by-side view. PLWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.