LTRVX Mutual Fund
LTRVX Mutual Fund
LTRVX Mutual Fund
Principal LifeTime 2045 Fund Class R3
LTRVX Mutual Fund Overview
LTRVX Mutual Fund (Principal LifeTime 2045 Fund Class R3) is managed by Principal Funds with $70.9M in net assets. LTRVX expense ratio is 1.13%, holding 15 positions across various sectors. Inception date: 2008-02-29.
LTRVX performance shows a YTD return of 6.92%. The 1-year return is 14.81% and the 5-year return is 6.24%. LTRVX dividend yield stands at 8.47%, paid annually.
LTRVX 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%). 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.