LTAPX Mutual Fund

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 various sectors. 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%). Go to all LTAPX holdings, LTAPX sectors, or LTAPX dividends.

LTAPX can be compared against other funds. Use LTAPX overlap to find shared positions, or LTAPX vs another fund for a side-by-side view. LTAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.