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Morningstar

Principal LifeTime 2025 R5 LTPDX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.38  /  0.68 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.810%
  • 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 1.94%
  • Turnover 23%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 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.

Process Pillar

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

People Pillar

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

Changes are still in the making.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTPDX

More LTPDX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 81.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

30.68
484,495,899
—

Principal Short-Term Income Inst

7.73
122,137,388
—

Principal Diversified International R-6

7.50
118,433,061
—

Principal Large Cap S&P 500 Index Inst

5.31
83,873,632
—

Principal Blue Chip R-6

5.27
83,262,256
—

Principal LargeCap Growth I R6

5.25
82,951,852
—

Principal Equity Income Inst

5.14
81,173,106
—

Principal Large Cap Value III Inst

5.03
79,476,610
—

Principal High Income Inst

4.99
78,841,926
—

Principal Inflation Protection Inst

4.85
76,639,679
—