Nasdaq - Delayed Quote • USD
Principal LifeTime 2035 R1 (LTANX)
At close: 8:00 PM EDT
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12.12 - YTD Return 5.21%
- Expense Ratio 1.17%
- Category Target-Date 2035
- Last Cap Gain 3.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.92B
- Beta (5Y Monthly) 1.12
- Yield 1.29%
- 5y Average Return --
- Holdings Turnover 12.30%
- Last Dividend 0.17
- Inception Date Feb 29, 2008
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2035. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Principal Funds
Fund Family
Target-Date 2035
Fund Category
1.92B
Net Assets
2008-02-29
Inception Date
Performance Overview: LTANX
Trailing returns as of 4/25/2024. Category is Target-Date 2035.
Holdings: LTANX
Top 10 Holdings (86.01% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLTANX
Technology 19.43%
Financial Services 17.28%
Industrials 13.63%
Consumer Cyclical 11.16%
Healthcare 11.06%
Real Estate 6.21%
Communication Services 5.72%
Consumer Defensive 5.06%
Energy 4.61%
Basic Materials 3.82%
Utilities 2.02%
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