The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2055 Institutional LTFIX
- NAV / 1-Day Return 16.41 / +1.17 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2055
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.51%
- Turnover 10%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LTFIX
Will LTFIX 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 86.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R6 | 15.64 | 167.7 Mil | — |
Principal LargeCap Growth I R6 | 10.93 | 117.2 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.92 | 117.1 Mil | — |
Principal Blue Chip R6 | 10.89 | 116.8 Mil | — |
Principal Large Cap Value III Inst | 9.87 | 105.8 Mil | — |
Principal Equity Income Inst | 9.78 | 104.8 Mil | — |
Principal Overseas Instl | 6.44 | 69.0 Mil | — |
Principal MidCap Value I R6 | 4.94 | 53.0 Mil | — |
Principal Origin Emerging Markets R6 | 3.78 | 40.5 Mil | — |
Principal MidCap Growth III Inst | 3.22 | 34.5 Mil | — |