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Principal LifeTime 2015 Fund (LTINX)

8.22
0.00
(0.00%)
At close: April 17 at 8:01:28 PM EDT
Loading Chart for 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

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Trailing returns as of 4/17/2025. Category is Target-Date 2015.

YTD Return

LTINX
1.20%
Category
5.24%
 

1-Year Return

LTINX
4.83%
Category
17.09%
 

3-Year Return

LTINX
3.11%
Category
9.13%
 

5-Year Return

LTINX
6.62%
Category
8.26%
 

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Holdings: LTINX

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Sector Weightings

SectorLTINX
Technology   18.75%
Industrials   10.78%
Healthcare   10.52%
Real Estate   7.77%
Energy   3.51%
Utilities   2.40%

Recent News: LTINX

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Research Reports: LTINX

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