The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2020 R1 PWASX
- NAV / 1-Day Return 12.37 / +0.08 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.410%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 1.93%
- Turnover 10%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0
Morningstar’s Analysis PWASX
Will PWASX 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 84.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 30.78 | 759.8 Mil | — |
Principal Short-Term Income Inst | 12.18 | 300.6 Mil | — |
Principal Diversified International R-6 | 7.16 | 176.8 Mil | — |
Principal High Income Inst | 5.89 | 145.4 Mil | — |
Principal Inflation Protection Inst | 5.25 | 129.6 Mil | — |
Principal Blue Chip R-6 | 4.98 | 123.0 Mil | — |
Principal LargeCap Growth I R6 | 4.89 | 120.6 Mil | — |
Principal Large Cap S&P 500 Index Inst | 4.71 | 116.4 Mil | — |
Principal Large Cap Value III Inst | 4.30 | 106.2 Mil | — |
Principal Equity Income Inst | 4.22 | 104.1 Mil | — |