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Principal LifeTime 2015 Fund (LTPFX)

8.07
+0.01
+(0.12%)
At close: 8:01:28 PM EDT
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  • Previous Close 8.06
  • YTD Return 1.11%
  • Expense Ratio 0.75%
  • 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 3.06%
  • 5y Average Return --
  • Holdings Turnover 30.80%
  • Last Dividend 0.26
  • 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

More about Principal LifeTime 2015 Fund

Performance Overview: LTPFX

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Trailing returns as of 4/15/2025. Category is Target-Date 2015.

YTD Return

LTPFX
1.11%
Category
5.24%
 

1-Year Return

LTPFX
4.61%
Category
17.09%
 

3-Year Return

LTPFX
2.81%
Category
9.13%
 

5-Year Return

LTPFX
6.36%
Category
8.26%
 

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Holdings: LTPFX

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Sector Weightings

SectorLTPFX
Technology   18.75%
Financial Services   18.62%
Consumer Cyclical   11.07%
Industrials   10.78%
Healthcare   10.52%
Communication Services   8.48%
Real Estate   7.77%
Consumer Defensive   4.63%
Energy   3.51%
Basic Materials   3.46%
Utilities   2.40%
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Recent News: LTPFX

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Research Reports: LTPFX

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