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 $903.5M in net assets. LTSTX expense ratio is 0.49%, holding 18 positions across sectors including Unknown, Other. Inception date: 2008-02-29.
LTSTX performance shows a YTD return of 4.45%. The 1-year return is 10.70% and the 5-year return is 4.73%. LTSTX dividend yield stands at 11.62%, 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%). View all LTSTX holdings, sector breakdown, or dividend history.
LTSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.