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Nasdaq - Delayed Quote USD

Principal LifeTime 2055 Fund (LTFPX)

15.17
+0.02
+(0.13%)
At close: 8:01:28 PM EDT
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  • Previous Close 15.15
  • YTD Return -0.88%
  • Expense Ratio 0.89%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.09B
  • Beta (5Y Monthly) 1.29
  • Yield 1.39%
  • 5y Average Return --
  • Holdings Turnover 35.60%
  • Last Dividend 0.23
  • Inception Date Feb 29, 2008

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2055. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2055

Fund Category

1.09B

Net Assets

2008-02-29

Inception Date

More about Principal LifeTime 2055 Fund

Performance Overview: LTFPX

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Trailing returns as of 4/15/2025. Category is Target-Date 2055.

YTD Return

LTFPX
0.88%
Category
12.13%
 

1-Year Return

LTFPX
4.08%
Category
37.63%
 

3-Year Return

LTFPX
5.53%
Category
13.82%
 

5-Year Return

LTFPX
13.63%
Category
13.76%
 

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Holdings: LTFPX

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Sector Weightings

SectorLTFPX
Financial Services   19.33%
Technology   19.27%
Consumer Cyclical   11.43%
Industrials   11.13%
Healthcare   10.90%
Communication Services   8.74%
Real Estate   4.95%
Consumer Defensive   4.80%
Energy   3.56%
Basic Materials   3.54%
Utilities   2.37%
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Recent News: LTFPX

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Research Reports: LTFPX

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