Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2020 Instl PHTTX
- NAV / 1-Day Return 11.36 / −0.09 %
- Total Assets 510.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.88%
- Turnover 18%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis PHTTX
Will PHTTX 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 98.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 31.12 | 162.8 Mil | — |
Principal Large Cap S&P 500 Index Inst | 22.67 | 118.6 Mil | — |
Principal Short-Term Income Inst | 12.28 | 64.3 Mil | — |
Principal Diversified International R-6 | 10.59 | 55.4 Mil | — |
Principal High Income Inst | 5.96 | 31.2 Mil | — |
Principal MidCap S&P 400 Index R-6 | 5.77 | 30.2 Mil | — |
Principal Inflation Protection Inst | 5.34 | 27.9 Mil | — |
Principal Diversified Real Asset R6 | 2.28 | 11.9 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.82 | 9.5 Mil | — |
Principal Origin Emerging Markets R6 | 1.10 | 5.8 Mil | — |