LTFIX Mutual Fund
LTFIX Mutual Fund
LTFIX Mutual Fund
Principal LifeTime 2055 Fund Institutional Class
LTFIX Mutual Fund Overview
LTFIX Mutual Fund (Principal LifeTime 2055 Fund Institutional Class) is managed by Principal Funds with $1.01B in net assets. LTFIX expense ratio is 0.59%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTFIX performance shows a YTD return of 8.17%. The 1-year return is 17.03% and the 5-year return is 8.08%. LTFIX dividend yield stands at 8.00%, paid annually.
LTFIX top holdings include Largecap S&p 500 Index Fund (26.5%), International Equity Fund (25.4%), Equity Income Fund (7.2%), Global Emerging Markets Fund (6.9%), Largecap Value Fund Iii (6.6%). 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.