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Morningstar

Principal LifeTime 2035 R3 LTAOX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.14  /  −0.82 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.58%
  • Turnover 12%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis LTAOX

Will LTAOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LTAOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTAOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LTAOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTAOX

More LTAOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

24.52 458.1 Mil
—

Principal Diversified International R-6

11.36 212.3 Mil
—

Principal Blue Chip R-6

7.90 147.6 Mil
—

Principal LargeCap Growth I R6

7.76 144.9 Mil
—

Principal Large Cap S&P 500 Index Inst

7.37 137.7 Mil
—

Principal Large Cap Value III Inst

6.86 128.1 Mil
—

Principal Equity Income Inst

6.74 126.0 Mil
—

Principal Overseas Instl

4.73 88.3 Mil
—

Principal MidCap Value I R-6

4.44 83.1 Mil
—

Principal High Income Inst

4.10 76.5 Mil
—