LTPEX Mutual Fund (Principal LifeTime 2035 Fund Class R-5) is managed by Principal Funds with $127.6M in net assets. LTPEX expense ratio is 0.78%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.

LTPEX performance shows a YTD return of 5.51%. The 1-year return is 13.04% and the 5-year return is 5.69%. LTPEX dividend yield stands at 8.35%, paid annually.

LTPEX 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 LTPEX holdings, sector breakdown, or dividend history.

LTPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.