Principal LifeTime 2035 FundLTAOX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.8B
Expense ratio
1.09%
1-year return
+10.8%
3 years, a year
+12.1%
5 years, a year
+5.0%
12-month yield
8.18%
Holdings
15
What it aims to do.
The Fund seeks a total return consisting of long-term growth of capital and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Core Fixed Income Fund | 29.30% |
| LargeCap S&P 500 Index Fund | 17.98% |
| International Equity Fund | 17.12% |
| Equity Income Fund | 4.83% |
| Global Emerging Markets Fund | 4.69% |
| LargeCap Value Fund III | 4.38% |
| High Yield Fund | 4.23% |
| LargeCap Growth Fund I | 4.02% |
| Blue Chip Fund | 3.71% |
| SmallCap Fund | 2.92% |
More on LTAOX.
- LTAOX overview
- LTAOX holdings
- LTAOX risk
- LTAOX costs
- LTAOX money in and out
- LTAOX share classes
- Compare LTAOX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.