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Principal LifeTime 2025 R5 LTPDX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.36  /  −0.35 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.26%
  • Turnover 14%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LTPDX

Will LTPDX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings LTPDX

  • 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