Nasdaq - Delayed Quote • USD
Principal LifeTime 2035 R3 (LTAOX)
As of 8:05 AM EDT. Market Open.
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12.01 - YTD Return 5.28%
- 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 1.58%
- 5y Average Return --
- Holdings Turnover 12.30%
- Last Dividend 0.20
- 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: LTAOX
Trailing returns as of 4/22/2024. Category is Target-Date 2035.
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Holdings: LTAOX
Top 10 Holdings (86.01% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLTAOX
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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