The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2030 R1 PXASX
- NAV / 1-Day Return 13.54 / −0.29 %
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.450%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 1.51%
- Turnover 11%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:05 AM GMT+0
Morningstar’s Analysis PXASX
Will PXASX 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 87.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 33.61 | 1.9 Bil | — |
Principal Diversified International R-6 | 9.83 | 545.0 Mil | — |
Principal Blue Chip R-6 | 6.50 | 360.1 Mil | — |
Principal Large Cap S&P 500 Index Inst | 6.41 | 355.4 Mil | — |
Principal LargeCap Growth I R6 | 6.37 | 353.4 Mil | — |
Principal Large Cap Value III Inst | 6.11 | 339.0 Mil | — |
Principal Equity Income Inst | 6.02 | 333.5 Mil | — |
Principal High Income Inst | 4.76 | 264.0 Mil | — |
Principal Overseas Instl | 4.07 | 225.5 Mil | — |
Principal MidCap Value I R-6 | 3.88 | 214.9 Mil | — |