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Nasdaq - Delayed Quote USD

Principal LifeTime 2035 Fund (LTPEX)

12.25
+0.02
+(0.16%)
At close: 8:01:28 PM EDT
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  • Previous Close 12.23
  • YTD Return 0.08%
  • Expense Ratio 0.81%
  • Category Target-Date 2035
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.93B
  • Beta (5Y Monthly) 1.09
  • Yield 2.04%
  • 5y Average Return --
  • Holdings Turnover 36.50%
  • Last Dividend 0.27
  • 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 2035. 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 2035

Fund Category

1.93B

Net Assets

2008-02-29

Inception Date

More about Principal LifeTime 2035 Fund

Performance Overview: LTPEX

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Trailing returns as of 4/15/2025. Category is Target-Date 2035.

YTD Return

LTPEX
0.08%
Category
9.49%
 

1-Year Return

LTPEX
4.33%
Category
29.95%
 

3-Year Return

LTPEX
4.16%
Category
12.29%
 

5-Year Return

LTPEX
10.84%
Category
12.13%
 

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Holdings: LTPEX

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Sector Weightings

SectorLTPEX
Financial Services   19.11%
Technology   19.09%
Consumer Cyclical   11.31%
Industrials   10.99%
Healthcare   10.78%
Communication Services   8.66%
Real Estate   5.97%
Consumer Defensive   4.74%
Energy   3.51%
Basic Materials   3.50%
Utilities   2.34%
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Recent News: LTPEX

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Research Reports: LTPEX

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