LTPFX Mutual Fund
LTPFX Mutual Fund
Principal LifeTime 2015 Fund Class R-5
LTPFX Mutual Fund Overview
LTPFX Mutual Fund (Principal LifeTime 2015 Fund Class R-5) is managed by Principal Funds with $12.7M in net assets. LTPFX expense ratio is 0.73%, holding 18 positions across sectors including Unknown, Other. Inception date: 2008-02-29.
LTPFX performance shows a YTD return of 3.23%. The 1-year return is 10.89% and the 5-year return is 3.29%. LTPFX dividend yield stands at 11.51%, paid annually.
LTPFX top holdings include Sun Life Core Fixed Income (34.1%), Principal Short-Term Income Fund Institutional Class (16.5%), Largecap S&p 500 Index Fund (9.9%), International Equity Fund (9.6%), High Yield Fund (6.4%). View all LTPFX holdings, sector breakdown, or dividend history.
LTPFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.