Principal LifeTime 2015 FundLTPFX
Type
Mutual fund
Peer group
Target-date
Net assets
$174.1M
Expense ratio
0.73%
1-year return
+11.3%
3 years, a year
+8.3%
5 years, a year
+3.5%
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 | 34.00% |
| Short-Term Income Fund | 16.55% |
| LargeCap S&P 500 Index Fund | 9.69% |
| International Equity Fund | 9.28% |
| High Yield Fund | 6.39% |
| Inflation Protection Fund | 5.64% |
| Equity Income Fund | 2.64% |
| Global Emerging Markets Fund | 2.54% |
| LargeCap Value Fund III | 2.40% |
| LargeCap Growth Fund I | 2.21% |
More on LTPFX.
- LTPFX overview
- LTPFX holdings
- LTPFX risk
- LTPFX costs
- LTPFX money in and out
- LTPFX share classes
- Compare LTPFX 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.