Nasdaq - Delayed Quote • USD
Principal LifeTime 2025 Institutional (LTSTX)
As of 8:05 AM EDT. Market Open.
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10.89 - YTD Return 4.17%
- Expense Ratio 0.94%
- Category Target-Date 2025
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.62B
- Beta (5Y Monthly) 0.92
- Yield 2.49%
- 5y Average Return --
- Holdings Turnover 14.40%
- Last Dividend 0.28
- 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 2025. 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 2025
Fund Category
1.62B
Net Assets
2008-02-29
Inception Date
Performance Overview: LTSTX
Trailing returns as of 4/23/2024. Category is Target-Date 2025.
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Holdings: LTSTX
Top 10 Holdings (82.31% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLTSTX
Technology 19.59%
Financial Services 17.27%
Industrials 14.06%
Consumer Cyclical 11.19%
Healthcare 11.17%
Communication Services 5.74%
Consumer Defensive 5.12%
Energy 5.09%
Real Estate 4.05%
Basic Materials 4.04%
Utilities 2.67%
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