Principal LifeTime 2035 FundLTIUX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Target-date
Net assets
$1.8B
Expense ratio
0.53%
1-year return
+11.6%
3 years, a year
+12.8%
5 years, a year
+5.7%
12-month yield
8.46%
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 Fund29.30%
LargeCap S&P 500 Index Fund17.98%
International Equity Fund17.12%
Equity Income Fund4.83%
Global Emerging Markets Fund4.69%
LargeCap Value Fund III4.38%
High Yield Fund4.23%
LargeCap Growth Fund I4.02%
Blue Chip Fund3.71%
SmallCap Fund2.92%

More on LTIUX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.