LTAPX Mutual Fund
LTAPX Mutual Fund
Principal LifeTime 2015 Fund Class R-3
LTAPX Mutual Fund Overview
LTAPX Mutual Fund (Principal LifeTime 2015 Fund Class R-3) is managed by Principal Funds with $15.3M in net assets. LTAPX expense ratio is 1.04%, holding 18 positions across sectors including Unknown, Other. Inception date: 2008-02-29.
LTAPX performance shows a YTD return of 3.15%. The 1-year return is 10.56% and the 5-year return is 2.96%. LTAPX dividend yield stands at 11.34%, paid annually.
LTAPX top holdings include Sun Life Core Fixed Income (34.1%), Principal Short-Term Income Fund Institutional Class (16.5%), Largecap S&p 500 Index Fund (9.9%), International Equity Fund (9.6%), High Yield Fund (6.4%). View all LTAPX holdings, sector breakdown, or dividend history.
LTAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.