The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2050 Institutional PPLIX
- NAV / 1-Day Return 16.63 / +0.06 %
- Total Assets 3.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.53%
- Turnover 11%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0
Morningstar’s Analysis PPLIX
Will PPLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 86.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 15.72 | 505.5 Mil | — |
Principal Blue Chip R-6 | 10.39 | 334.1 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.25 | 329.6 Mil | — |
Principal LargeCap Growth I R6 | 10.19 | 327.9 Mil | — |
Principal Large Cap Value III Inst | 9.78 | 314.6 Mil | — |
Principal Equity Income Inst | 9.62 | 309.6 Mil | — |
Principal Overseas Instl | 6.51 | 209.4 Mil | — |
Principal MidCap Value I R-6 | 6.21 | 199.7 Mil | — |
Principal MidCap Growth III Inst | 4.16 | 133.8 Mil | — |
Principal Origin Emerging Markets R6 | 3.57 | 114.9 Mil | — |