LTRDX Mutual Fund
LTRDX Mutual Fund
LTRDX Mutual Fund
Principal LifeTime 2045 Fund Class R5
LTRDX Mutual Fund Overview
LTRDX Mutual Fund (Principal LifeTime 2045 Fund Class R5) is managed by Principal Funds with $105.1M in net assets. LTRDX expense ratio is 0.82%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTRDX performance shows a YTD return of 7.13%. The 1-year return is 15.24% and the 5-year return is 7.11%. LTRDX dividend yield stands at 8.46%, paid annually.
LTRDX top holdings include Largecap S&p 500 Index Fund (23.6%), International Equity Fund (22.5%), Core Fixed Income Fund (11.1%), Equity Income Fund (6.4%), Global Emerging Markets Fund (6.2%). Go to all LTRDX holdings, LTRDX sectors, or LTRDX dividends.
LTRDX can be compared against other funds. Use LTRDX overlap to find shared positions, or LTRDX vs another fund for a side-by-side view. LTRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.