LTPDX Mutual Fund

LTPDX Mutual Fund (Principal LifeTime 2025 Fund Class R-5) is managed by Principal Funds with $73.8M in net assets. LTPDX expense ratio is 0.74%, holding 18 positions across various sectors. Inception date: 2008-02-29.

LTPDX performance shows a YTD return of 3.94%. The 1-year return is 9.59% and the 5-year return is 4.20%. LTPDX dividend yield stands at 11.55%, 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%). Go to all LTPDX holdings, LTPDX sectors, or LTPDX dividends.

LTPDX can be compared against other funds. Use LTPDX overlap to find shared positions, or LTPDX vs another fund for a side-by-side view. LTPDX alternatives are available via the screener, along with tax-loss harvesting opportunities.