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Morningstar

Principal LifeTime Hybrid 2025 R6 PLFTX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.09  /  −0.17 %
  • Total Assets 758.1 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.72%
  • Turnover 12%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PLFTX

Will PLFTX 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 PLFTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFTX 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 PLFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Principal LifeTime Hybrid 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 PLFTX

More PLFTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Bond Market Index Instl

29.46 229.2 Mil
—

Principal Large Cap S&P 500 Index Inst

26.53 206.4 Mil
—

Principal Diversified International R-6

12.40 96.4 Mil
—

Principal Short-Term Income Inst

8.05 62.6 Mil
—

Principal MidCap S&P 400 Index R-6

6.76 52.6 Mil
—

Principal High Income Inst

5.19 40.3 Mil
—

Principal Inflation Protection Inst

4.69 36.4 Mil
—

Principal Diversified Real Asset R6

2.27 17.7 Mil
—

Principal SmallCap S&P 600 Index R-6

2.13 16.6 Mil
—

Principal Origin Emerging Markets R6

1.29 10.1 Mil
—