LTVPX Mutual Fund (Principal LifeTime 2025 Fund Class R-3) is managed by Principal Funds with $66.0M in net assets. LTVPX expense ratio is 1.05%, holding 18 positions across sectors including Unknown, Other. Inception date: 2008-02-29.

LTVPX performance shows a YTD return of 4.12%. The 1-year return is 10.15% and the 5-year return is 4.14%. LTVPX dividend yield stands at 11.45%, paid annually.

LTVPX 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 LTVPX holdings, sector breakdown, or dividend history.

LTVPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.