LTFDX Mutual Fund
LTFDX Mutual Fund
LTFDX Mutual Fund
Principal LifeTime 2055 Fund Class R-3
LTFDX Mutual Fund Overview
LTFDX Mutual Fund (Principal LifeTime 2055 Fund Class R-3) is managed by Principal Funds with $53.2M in net assets. LTFDX expense ratio is 1.16%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTFDX performance shows a YTD return of 7.87%. The 1-year return is 16.35% and the 5-year return is 6.92%. LTFDX dividend yield stands at 7.86%, 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%). Go to all LTFDX holdings, LTFDX sectors, or LTFDX dividends.
LTFDX can be compared against other funds. Use LTFDX overlap to find shared positions, or LTFDX vs another fund for a side-by-side view. LTFDX alternatives are available via the screener, along with tax-loss harvesting opportunities.