LTAOX Mutual Fund (Principal LifeTime 2035 Fund Class R-3) is managed by Principal Funds with $88.1M in net assets. LTAOX expense ratio is 1.09%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.

LTAOX performance shows a YTD return of 5.38%. The 1-year return is 12.69% and the 5-year return is 5.36%. LTAOX dividend yield stands at 8.20%, paid annually.

LTAOX top holdings include Sun Life Core Fixed Income (28.6%), Largecap S&p 500 Index Fund (18.2%), International Equity Fund (17.8%), Equity Income Fund (4.8%), Largecap Value Fund Iii (4.4%). View all LTAOX holdings, sector breakdown, or dividend history.

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