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Principal LifeTime 2015 R5 LTPFX

Analyst rating as of
  • NAV / 1-Day Return 8.10  /  0.62 %
  • Total Assets 274.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.44%
  • Turnover 29%

Morningstar’s Analysis LTPFX

Will LTPFX outperform in future?

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

Changes are still in the making.



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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