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Principal LifeTime 2045 R4 LTRLX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.15  /  −0.49 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.030%
  • 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 1.41%
  • Turnover 11%

USD | NAV as of May 22, 2024 | 1-Day Return as of May 22, 2024, 10:15 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.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings LTRLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Diversified International R-6

14.64 229.4 Mil

Principal Blue Chip R-6

9.48 148.5 Mil

Principal Large Cap S&P 500 Index Inst

9.45 148.0 Mil

Principal LargeCap Growth I R6

9.25 144.9 Mil

Principal Large Cap Value III Inst

8.98 140.6 Mil

Principal Equity Income Inst

8.81 138.0 Mil

Principal Core Fixed Income R6

8.57 134.3 Mil

Principal Overseas Instl

6.11 95.7 Mil

Principal MidCap Value I R-6

5.59 87.5 Mil

Principal MidCap Growth III Inst

3.71 58.1 Mil