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Principal LifeTime 2055 Institutional LTFIX

Analyst rating as of
  • NAV / 1-Day Return 14.08  /  1.08 %
  • Total Assets 795.5 Mil
  • Adj. Expense Ratio
    0.010%
  • Expense Ratio 0.670%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.19%
  • Turnover 23%

Morningstar’s Analysis LTFIX

Will LTFIX outperform in future?

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

Changes are still in the making.

Summary

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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.

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