LTFDX Mutual Fund (Principal LifeTime 2055 Fund Class R-3) is managed by Principal Funds with $51.4M in net assets. LTFDX expense ratio is 1.16%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.

LTFDX performance shows a YTD return of 7.52%. The 1-year return is 17.14% and the 5-year return is 7.07%. LTFDX dividend yield stands at 7.88%, paid annually.

LTFDX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (26.0%), Equity Income Fund (7.0%), Largecap Value Fund Iii (6.5%), Largecap Growth Fund I (6.3%). View all LTFDX holdings, sector breakdown, or dividend history.

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