LTVPX Mutual Fund

LTVPX Mutual Fund (Principal LifeTime 2025 Fund Class R-3) is managed by Principal Funds with $64.9M 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 3.87%. LTVPX dividend yield stands at 11.49%, 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%). 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.