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 $105.9M in net assets. LTRDX expense ratio is 0.82%, holding 15 positions across sectors including Unknown. Inception date: 2008-02-29.
LTRDX performance shows a YTD return of 6.93%. The 1-year return is 16.02% and the 5-year return is 6.75%. LTRDX dividend yield stands at 8.62%, paid annually.
LTRDX top holdings include Largecap S&p 500 Index Fund (23.9%), International Equity Fund (23.3%), Sun Life Core Fixed Income (10.4%), Equity Income Fund (6.3%), Largecap Value Fund Iii (5.8%). View all LTRDX holdings, sector breakdown, or dividend history.
LTRDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.