Principal LifeTime 2015 Fund (LTINX)
- Previous Close
8.22 - YTD Return 1.20%
- Expense Ratio 0.50%
- Category Target-Date 2015
- Last Cap Gain 12.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 214.57M
- Beta (5Y Monthly) 0.76
- Yield 3.17%
- 5y Average Return --
- Holdings Turnover 30.80%
- Last Dividend 0.28
- 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 2015. 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 2015
Fund Category
214.57M
Net Assets
2008-02-29
Inception Date
Performance Overview: LTINX
View MoreTrailing returns as of 4/17/2025. Category is Target-Date 2015.