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Morningstar

Principal LifeTime 2035 R5 LTPEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis LTPEX

Will LTPEX 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 LTPEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LTPEX 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 LTPEX’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

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