LTPDX Mutual Fund
LTPDX Mutual Fund
Principal LifeTime 2025 Fund Class R-5
LTPDX Mutual Fund Overview
LTPDX Mutual Fund (Principal LifeTime 2025 Fund Class R-5) is managed by Principal Funds with $72.4M in net assets. LTPDX expense ratio is 0.74%, holding 18 positions across sectors including Unknown, Other. Inception date: 2008-02-29.
LTPDX performance shows a YTD return of 4.31%. The 1-year return is 10.45% and the 5-year return is 4.46%. LTPDX dividend yield stands at 11.51%, paid annually.
LTPDX top holdings include Sun Life Core Fixed Income (31.0%), Largecap S&p 500 Index Fund (13.3%), International Equity Fund (13.1%), Principal Short-Term Income Fund Institutional Class (9.5%), High Yield Fund (5.1%). View all LTPDX holdings, sector breakdown, or dividend history.
LTPDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTPDX alternatives are available via the screener, along with tax-loss harvesting opportunities.