LTFPX Mutual Fund
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 $65.5M in net assets. LTFPX expense ratio is 0.85%, holding 20 positions across various sectors. Inception date: 2008-02-29.
LTFPX performance shows a YTD return of 9.97%. The 1-year return is 15.90% and the 5-year return is 7.76%. LTFPX dividend yield stands at 7.83%, paid annually.
LTFPX 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 LTFPX holdings, LTFPX sectors, or LTFPX dividends.
LTFPX can be compared against other funds. Use LTFPX overlap to find shared positions, or LTFPX vs another fund for a side-by-side view. LTFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.