LTVPX Mutual Fund

LTVPX Mutual Fund (Principal LifeTime 2025 Fund Class R-3) is managed by Principal Funds with $62.5M in net assets. LTVPX expense ratio is 1.05%, holding 23 positions across various sectors. Inception date: 2008-02-29.

LTVPX performance shows a YTD return of 4.78%. The 1-year return is 8.35% and the 5-year return is 3.83%. LTVPX dividend yield stands at 11.38%, paid annually.

LTVPX top holdings include Income Fund (30.8%), Largecap S&p 500 Index Fund (12.6%), Principal International Equity R-6 (12.0%), Principal Short-Term Income Fund Institutional Class (10.1%), High Yield Fund (5.3%). 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.