LTIUX Mutual Fund
LTIUX Mutual Fund
Principal LifeTime 2035 Fund Institutional Class
LTIUX Mutual Fund Overview
LTIUX Mutual Fund (Principal LifeTime 2035 Fund Institutional Class) is managed by Principal Funds with $1.55B in net assets. LTIUX expense ratio is 0.53%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.
LTIUX performance shows a YTD return of 5.61%. The 1-year return is 13.34% and the 5-year return is 5.95%. LTIUX dividend yield stands at 8.50%, paid annually.
LTIUX top holdings include Sun Life Core Fixed Income (28.6%), Largecap S&p 500 Index Fund (18.2%), International Equity Fund (17.8%), Equity Income Fund (4.8%), Largecap Value Fund Iii (4.4%). View all LTIUX holdings, sector breakdown, or dividend history.
LTIUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.