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Principal Lifetime 2025 Fund Institutional Class (LTSTX)

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10.88 -0.00    0.00%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.4B
Principal LifeTime 2025 Institutional 10.88 -0.00 0.00%

LTSTX Overview

 
Find basic information about the Principal Lifetime 2025 Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LTSTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.21%
Prev. Close10.88
Risk Rating
TTM Yield2.49%
ROE22.87%
IssuerN/A
Turnover14.40%
ROA9.11%
Inception Date39507
Total Assets1.4B
Expenses0.01%
Min. InvestmentN/A
Market Cap72.92B
CategoryTarget - Date 2025
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Principal Lifetime 2025 Fund Institutional Class Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1042 1042 1129 1083 1389 1814
Fund Return 4.17% 4.17% 12.92% 2.69% 6.79% 6.14%
Place in category 36 36 23 47 19 24
% in Category 25 25 20 24 13 27

Top Bond Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime 2030 Institution 3.86B 4.60 3.09 6.64
  Principal High Yield Fund I Inst 3.53B 1.69 2.13 3.49
  Principal LifeTime 2040 Institution 3.32B 6.37 4.46 7.69
  Principal LifeTime 2050 Institution 2.55B 7.65 5.48 8.33
  Principal Short-Term Income Inst 2.35B 1.04 0.95 1.86

Top Funds for Target-Date 2025 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2025 Fun 77.47B 3.81 2.68 6.31
  The Vanguard Target Retire 2025 Tr1 74.22B 3.83 2.78 6.41
  The Vanguard Target Retire 2025 Tr2 74.22B 3.83 2.77 6.39
  Vanguard Target Retire Trust Plus25 74.22B 3.85 2.79 6.42
  American Funds 2025 Trgt Date RetR6 22.57B 3.82 3.35 6.64

Top Holdings

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 29.06 - -
Principal Diversified International R-6 - 8.37 - -
Principal Short-Term Income Inst - 7.97 - -
Principal Blue Chip R-6 - 5.78 - -
Principal LargeCap Growth I R6 - 5.70 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Sell
Technical Indicators Strong Sell Neutral Strong Buy
Summary Strong Sell Neutral Neutral
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