Principal Lifetime has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime 2035 Fund R-3 Class LTAOX
- NAV / 1-Day Return 13.65 / +0.29 %
- Total Assets 1.8B
-
Adj. Expense Ratio
1.090%
- Expense Ratio 0.570%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.98%
- Turnover 37%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:22 AM GMT+0
Morningstar’s Analysis LTAOX
Will LTAOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LTAOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LTAOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 93.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Core Fixed Income R6 | 29.30 | 541M | — |
Principal Large Cap S&P 500 Index Inst | 17.98 | 332M | — |
Principal International Equity R-6 | 17.12 | 316M | — |
Principal Equity Income Inst | 4.83 | 89M | — |
Principal Glb Emerging Markets R6 | 4.69 | 87M | — |
Principal Large Cap Value III Inst | 4.38 | 81M | — |
Principal High Yield R-6 | 4.24 | 78M | — |
Principal LargeCap Growth I R6 | 4.02 | 74M | — |
Principal Blue Chip R6 | 3.71 | 68M | — |
Principal SmallCap R6 | 2.92 | 54M | — |
United States