LTRVX Mutual Fund

LTRVX Mutual Fund (Principal LifeTime 2045 Fund Class R3) is managed by Principal Funds with $67.4M in net assets. LTRVX expense ratio is 1.13%, holding 20 positions across various sectors. Inception date: 2008-02-29.

LTRVX performance shows a YTD return of 8.68%. The 1-year return is 14.04% and the 5-year return is 6.72%. LTRVX dividend yield stands at 8.33%, paid annually.

LTRVX top holdings include Largecap S&p 500 Index Fund (22.9%), Principal International Equity R-6 (22.0%), Income Fund (10.6%), Principal Equity Income Inst (6.5%), Largecap Value Fund Iii (6.2%). Go to all LTRVX holdings, LTRVX sectors, or LTRVX dividends.

LTRVX can be compared against other funds. Use LTRVX overlap to find shared positions, or LTRVX vs another fund for a side-by-side view. LTRVX alternatives are available via the screener, along with tax-loss harvesting opportunities.