The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2035 Institutional LTIUX
- NAV / 1-Day Return 12.95 / +0.08 %
- Total Assets 1.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.11%
- Turnover 12%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis LTIUX
Will LTIUX 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 86.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 26.54 | 495.1 Mil | — |
Principal Diversified International R-6 | 11.23 | 209.5 Mil | — |
Principal Blue Chip R-6 | 7.29 | 136.0 Mil | — |
Principal Large Cap S&P 500 Index Inst | 7.26 | 135.4 Mil | — |
Principal LargeCap Growth I R6 | 7.11 | 132.6 Mil | — |
Principal Large Cap Value III Inst | 6.90 | 128.7 Mil | — |
Principal Equity Income Inst | 6.77 | 126.3 Mil | — |
Principal Overseas Instl | 4.70 | 87.7 Mil | — |
Principal High Income Inst | 4.45 | 82.9 Mil | — |
Principal MidCap Value I R-6 | 4.29 | 80.0 Mil | — |