PALTX Fund Comparisons

PALTX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include PMIAX, JNBAX, VWINX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
PALTX
Name
Principal LifeTime Strategic Income Fund
Type
Mutual Fund
Originator
Principal
Asset class
fixed_income
Net expense ratio
0.84%
AUM
$669.2M

Comparable Funds

FundQuant reviewed 1,507 active searchable funds, 210 ETFs, 1,296 mutual funds and returned 3 comparable funds for PALTX.

  1. PMIAX - Putnam Multi-Asset Income Fund (Mutual Fund; Putnam; mostly_fixed_income; Strong Fit; fit score 79)
  2. JNBAX - JPMorgan Income Builder Fund (Mutual Fund; JPMorgan; mostly_fixed_income; Strong Fit; fit score 74)
  3. VWINX - VANGUARD WELLESLEY INCOME FUND (Mutual Fund; Vanguard; mostly_fixed_income; Strong Fit; fit score 69)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/PALTX/comps