The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2060 R4 PLTMX
- NAV / 1-Day Return 16.24 / −0.43 %
- Total Assets 952.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.25%
- Turnover 11%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:14 AM GMT+0
Morningstar’s Analysis PLTMX
Will PLTMX 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 86.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 15.71 | 155.8 Mil | — |
Principal Blue Chip R-6 | 10.38 | 102.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.24 | 101.6 Mil | — |
Principal LargeCap Growth I R6 | 10.19 | 101.0 Mil | — |
Principal Large Cap Value III Inst | 9.78 | 97.0 Mil | — |
Principal Equity Income Inst | 9.62 | 95.4 Mil | — |
Principal Overseas Instl | 6.51 | 64.5 Mil | — |
Principal MidCap Value I R-6 | 6.21 | 61.6 Mil | — |
Principal MidCap Growth III Inst | 4.16 | 41.3 Mil | — |
Principal Origin Emerging Markets R6 | 3.57 | 35.4 Mil | — |