LTFIX Mutual Fund

LTFIX Mutual Fund (Principal LifeTime 2055 Fund Institutional Class) is managed by Principal Funds with $990.8M in net assets. LTFIX expense ratio is 0.59%, holding 20 positions across various sectors. Inception date: 2008-02-29.

LTFIX performance shows a YTD return of 10.15%. The 1-year return is 16.16% and the 5-year return is 7.49%. LTFIX dividend yield stands at 7.86%, paid annually.

LTFIX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.6%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). Go to all LTFIX holdings, LTFIX sectors, or LTFIX dividends.

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