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Principal LifeTime 2015 R5 LTPFX

Analyst rating as of
NAV / 1-Day Return
9.30  /  0.64 %
Total Assets
353.6 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
High
Longest Manager Tenure
13.89 years
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.29%
Turnover
28%
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Morningstar’s Analysis

Will LTPFX outperform in future?

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

A sensible approach that can benefit from more rigor.

Senior Analyst

Summary

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Principal LifeTime series features experienced managers, but the efficacy of their recently revamped supporting cast remains unclear. The series' Morningstar Analyst Ratings range from Neutral to Negative depending on the share class.

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