LTFPX Mutual Fund
LTFPX Mutual Fund
Principal LifeTime 2055 Fund Class R-5
LTFPX Mutual Fund Overview
LTFPX Mutual Fund (Principal LifeTime 2055 Fund Class R-5) is managed by Principal Funds with $65.4M in net assets. LTFPX expense ratio is 0.85%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.
LTFPX performance shows a YTD return of 7.71%. The 1-year return is 17.55% and the 5-year return is 7.42%. LTFPX dividend yield stands at 7.99%, paid annually.
LTFPX 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 LTFPX holdings, sector breakdown, or dividend history.
LTFPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.