The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2070 R4 PLTBX
- NAV / 1-Day Return 11.61 / −0.17 %
- Total Assets 22.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2065+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.37%
- Turnover 94%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis PLTBX
Will PLTBX 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 86.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 15.59 | 3.5 Mil | — |
Principal Blue Chip R-6 | 10.44 | 2.3 Mil | — |
Principal LargeCap Growth I R6 | 10.23 | 2.3 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.22 | 2.3 Mil | — |
Principal Large Cap Value III Inst | 9.71 | 2.2 Mil | — |
Principal Equity Income Inst | 9.57 | 2.1 Mil | — |
Principal Overseas Instl | 6.63 | 1.5 Mil | — |
Principal MidCap Value I R-6 | 6.20 | 1.4 Mil | — |
Principal MidCap Growth III Inst | 4.14 | 919,765 | — |
Principal Origin Emerging Markets R6 | 3.55 | 788,837 | — |