Principal LifeTime 2025 FundLTPDX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.1B
Expense ratio
0.74%
1-year return
+14.1%
3 years, a year
+9.9%
5 years, a year
+4.4%
Holdings
18
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 | 30.98% |
| LargeCap S&P 500 Index Fund | 13.20% |
| International Equity Fund | 12.49% |
| Short-Term Income Fund | 9.99% |
| High Yield Fund | 5.19% |
| Inflation Protection Fund | 4.60% |
| Equity Income Fund | 3.50% |
| Global Emerging Markets Fund | 3.44% |
| LargeCap Value Fund III | 3.17% |
| LargeCap Growth Fund I | 2.91% |
More on LTPDX.
- LTPDX overview
- LTPDX holdings
- LTPDX risk
- LTPDX costs
- LTPDX money in and out
- LTPDX share classes
- Compare LTPDX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.