The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2055 R4 LTFLX
- NAV / 1-Day Return 15.27 / +0.07 %
- Total Assets 1.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.24%
- Turnover 10%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis LTFLX
Will LTFLX 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 | 15.71 | 164.7 Mil | — |
Principal Blue Chip R-6 | 10.38 | 108.8 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.24 | 107.4 Mil | — |
Principal LargeCap Growth I R6 | 10.19 | 106.8 Mil | — |
Principal Large Cap Value III Inst | 9.78 | 102.5 Mil | — |
Principal Equity Income Inst | 9.62 | 100.9 Mil | — |
Principal Overseas Instl | 6.51 | 68.2 Mil | — |
Principal MidCap Value I R-6 | 6.21 | 65.1 Mil | — |
Principal MidCap Growth III Inst | 4.16 | 43.6 Mil | — |
Principal Origin Emerging Markets R6 | 3.57 | 37.4 Mil | — |