LTFIX Mutual Fund (Principal LifeTime 2055 Fund Institutional Class) is managed by Principal Funds with $999.3M in net assets. LTFIX expense ratio is 0.59%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.

LTFIX performance shows a YTD return of 7.83%. The 1-year return is 17.79% and the 5-year return is 7.69%. LTFIX dividend yield stands at 8.02%, paid annually.

LTFIX 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 LTFIX holdings, sector breakdown, or dividend history.

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