LTPEX Mutual Fund
LTPEX Mutual Fund
LTPEX Mutual Fund
Principal LifeTime 2035 Fund Class R-5
LTPEX Mutual Fund Overview
LTPEX Mutual Fund (Principal LifeTime 2035 Fund Class R-5) is managed by Principal Funds with $131.3M in net assets. LTPEX expense ratio is 0.78%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTPEX performance shows a YTD return of 5.29%. The 1-year return is 12.05% and the 5-year return is 5.42%. LTPEX dividend yield stands at 8.37%, 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%). Go to all LTPEX holdings, LTPEX sectors, or LTPEX dividends.
LTPEX can be compared against other funds. Use LTPEX overlap to find shared positions, or LTPEX vs another fund for a side-by-side view. LTPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.