LTSTX Mutual Fund
LTSTX Mutual Fund
LTSTX Mutual Fund
Principal LifeTime 2025 Fund Institutional Class
LTSTX Mutual Fund Overview
LTSTX Mutual Fund (Principal LifeTime 2025 Fund Institutional Class) is managed by Principal Funds with $904.7M in net assets. LTSTX expense ratio is 0.49%, holding 18 positions across various sectors. Inception date: 2008-02-29.
LTSTX performance shows a YTD return of 4.17%. The 1-year return is 9.94% and the 5-year return is 4.48%. LTSTX dividend yield stands at 11.65%, paid annually.
LTSTX top holdings include Sun Life Core Fixed Income (31.0%), Largecap S&p 500 Index Fund (13.3%), International Equity Fund (13.1%), Principal Short-Term Income Fund Institutional Class (9.5%), High Yield Fund (5.1%). Go to all LTSTX holdings, LTSTX sectors, or LTSTX dividends.
LTSTX can be compared against other funds. Use LTSTX overlap to find shared positions, or LTSTX vs another fund for a side-by-side view. LTSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.