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Principal LifeTime Hybrid 2040 R6 PLMTX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.34  /  +0.14 %
  • Total Assets 671.8 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.05%
  • Turnover 11%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis PLMTX

Will PLMTX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings PLMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Large Cap S&P 500 Index Inst

42.61 273.2 Mil

Principal Diversified International R-6

19.77 126.8 Mil

Principal Bond Market Index Instl

14.47 92.7 Mil

Principal MidCap S&P 400 Index R-6

10.62 68.1 Mil

Principal SmallCap S&P 600 Index R-6

3.40 21.8 Mil

Principal High Income Inst

2.88 18.5 Mil

Principal Real Estate Securities Fd R-6

2.22 14.2 Mil

Principal Origin Emerging Markets R6

2.13 13.6 Mil

Principal International Small CompanyR-6

1.92 12.3 Mil

CASH & RECEIVABLES

0.00 −29,857
Cash and Equivalents