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Morningstar

Principal LifeTime 2025 R4 LTEEX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.27  /  +0.81 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.13%
  • Turnover 14%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LTEEX

Will LTEEX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LTEEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTEEX 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 LTEEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTEEX

More LTEEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

29.90 472.6 Mil
—

Principal Short-Term Income Inst

8.67 137.1 Mil
—

Principal Diversified International R6

8.12 128.3 Mil
—

Principal Large Cap S&P 500 Index Inst

5.71 90.2 Mil
—

Principal LargeCap Growth I R6

5.68 89.7 Mil
—

Principal Blue Chip R6

5.66 89.5 Mil
—

Principal High Income Inst

5.39 85.2 Mil
—

Principal Large Cap Value III Inst

5.11 80.7 Mil
—

Principal Equity Income Inst

5.05 79.8 Mil
—

Principal Inflation Protection Inst

4.67 73.8 Mil
—