Principal LifeTime 2055 Fund (LTFIX) Research

This investment vehicle operates as a target-date fund, strategically allocating its assets for individuals aiming to retire around the year 2055. It is structured as a "fund of funds," channeling its capital into various underlying portfolios managed by Principal Funds, Inc. (PFI). These constituent funds encompass a wide range of asset classes, such as U.S. and international stock funds, fixed-income products, real asset investments, and other diversified holdings intended to broaden exposure beyond traditional equities and bonds.

Market snapshot

Symbol
LTFIX
Price
$19.05
Day change
+1.22%
Market cap
$1.2B
52-week range
16.57-19.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Cohen & Steers Global Realty Shares Fund (CSSPX)
  • LSV Value Equity Fund (LVAEX)
  • Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
  • T. Rowe Price Financial Services Fund (PRISX)
  • T. Rowe Price Spectrum International Equity Fund (PSILX)
  • Schwab Target 2030 Fund (SWDRX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLGX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLWX)

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