LTVPX Mutual Fund

LTVPX Mutual Fund (Principal LifeTime 2025 Fund Class R-3) is managed by Principal Funds with $63.6M in net assets. LTVPX expense ratio is 1.05%, holding 18 positions across various sectors. Inception date: 2008-02-29.

LTVPX performance shows a YTD return of 3.75%. The 1-year return is 9.27% and the 5-year return is 3.88%. LTVPX dividend yield stands at 11.38%, paid annually.

LTVPX top holdings include Core Fixed Income Fund (31.0%), Largecap S&p 500 Index Fund (13.2%), International Equity Fund (12.5%), Short-Term Income Fund (10.0%), High Yield Fund (5.2%). Go to all LTVPX holdings, LTVPX sectors, or LTVPX dividends.

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