The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2045 R4 LTRLX
- NAV / 1-Day Return 14.04 / +0.79 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.40%
- Turnover 11%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis LTRLX
Will LTRLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 84.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 14.52 | 225.9 Mil | — |
Principal Blue Chip R-6 | 10.06 | 156.6 Mil | — |
Principal LargeCap Growth I R6 | 9.89 | 153.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 9.46 | 147.2 Mil | — |
Principal Large Cap Value III Inst | 8.76 | 136.3 Mil | — |
Principal Equity Income Inst | 8.62 | 134.1 Mil | — |
Principal Core Fixed Income R6 | 7.51 | 116.9 Mil | — |
Principal Overseas Instl | 6.04 | 94.0 Mil | — |
Principal MidCap Value I R-6 | 5.68 | 88.4 Mil | — |
Principal MidCap Growth III Inst | 3.96 | 61.6 Mil | — |