Principal LifeTime 2045 FundLTRVX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Target-date
Net assets
$1.6B
Expense ratio
1.13%
1-year return
+22.0%
3 years, a year
+14.5%
5 years, a year
+6.8%
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
LargeCap S&P 500 Index Fund23.62%
International Equity Fund22.52%
Core Fixed Income Fund11.09%
Equity Income Fund6.37%
Global Emerging Markets Fund6.19%
LargeCap Value Fund III5.79%
LargeCap Growth Fund I5.31%
Blue Chip Fund4.90%
SmallCap Fund3.82%
Real Estate Securities Fund2.53%

More on LTRVX.

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