LTIUX Mutual Fund
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 $1.58B in net assets. LTIUX expense ratio is 0.53%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTIUX performance shows a YTD return of 5.46%. The 1-year return is 12.43% and the 5-year return is 5.70%. LTIUX dividend yield stands at 8.51%, 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%). Go to all LTIUX holdings, LTIUX sectors, or LTIUX dividends.
LTIUX can be compared against other funds. Use LTIUX overlap to find shared positions, or LTIUX vs another fund for a side-by-side view. LTIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.