Skip to Content

Principal LifeTime 2015 R3 LTAPX

Analyst rating as of
NAV / 1-Day Return
8.34  /  0.12 %
Total Assets
275.9 Mil
Adj. Expense Ratio
0.580%
Expense Ratio
1.110%
Distribution Fee Level
High
Share Class Type
Retirement, Medium
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.24%
Turnover
28%

Morningstar’s Analysis LTAPX

Will LTAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changes are still in the making.

Summary

|

Principal LifeTime features experienced managers, yet a recent shakeup of its supporting cast and an untested process warrant all shares of this series retaining their Morningstar Analyst Ratings, which range from Neutral to Negative depending on the expense ratio.

Unlock our full analysis with Morningstar Investor