Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2040 R6 PLMTX
- NAV / 1-Day Return 14.34 / +0.14 %
- Total Assets 671.8 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |