LTAOX Mutual Fund
LTAOX Mutual Fund
LTAOX Mutual Fund
Principal LifeTime 2035 Fund Class R-3
LTAOX Mutual Fund Overview
LTAOX Mutual Fund (Principal LifeTime 2035 Fund Class R-3) is managed by Principal Funds with $90.6M in net assets. LTAOX expense ratio is 1.09%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTAOX performance shows a YTD return of 5.15%. The 1-year return is 11.77% and the 5-year return is 5.11%. LTAOX dividend yield stands at 8.22%, 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%). Go to all LTAOX holdings, LTAOX sectors, or LTAOX dividends.
LTAOX can be compared against other funds. Use LTAOX overlap to find shared positions, or LTAOX vs another fund for a side-by-side view. LTAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.