LTFDX Mutual Fund
LTFDX Mutual Fund
LTFDX Mutual Fund
Principal LifeTime 2055 Fund Class R-3
LTFDX Mutual Fund Overview
LTFDX Mutual Fund (Principal LifeTime 2055 Fund Class R-3) is managed by Principal Funds with $48.7M in net assets. LTFDX expense ratio is 1.16%, holding 20 positions across various sectors. Inception date: 2008-02-29.
LTFDX performance shows a YTD return of 8.29%. The 1-year return is 11.56% and the 5-year return is 7.42%. LTFDX dividend yield stands at 1.50%.
LTFDX top holdings include Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (24.6%), Principal Equity Income Inst (7.3%), Largecap Value Fund Iii (7.0%), Global Emerging Markets Fund (6.7%). Go to all LTFDX holdings, LTFDX sectors, or LTFDX dividends.
LTFDX can be compared against other funds. Use LTFDX overlap to find shared positions, or LTFDX vs another fund for a side-by-side view. LTFDX alternatives are available via the screener, along with tax-loss harvesting opportunities.