LTPDX Mutual Fund

LTPDX Mutual Fund (Principal LifeTime 2025 Fund Class R-5) is managed by Principal Funds with $71.0M in net assets. LTPDX expense ratio is 0.74%, holding 23 positions across various sectors. Inception date: 2008-02-29.

LTPDX performance shows a YTD return of 5.05%. The 1-year return is 8.78% and the 5-year return is -3.10%. LTPDX dividend yield stands at 11.43%, paid annually.

LTPDX top holdings include Income Fund (30.8%), Largecap S&p 500 Index Fund (12.6%), Principal International Equity R-6 (12.0%), Principal Short-Term Income Fund Institutional Class (10.1%), High Yield Fund (5.3%). 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.