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Morningstar

Principal LifeTime 2035 R4 LTSEX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.32  /  0.44 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.22%
  • Turnover 20%

USD | NAV as of Jun 01, 2023 | 1-Day Return as of Jun 01, 2023, 12:03 AM GMT+0

Morningstar’s Analysis LTSEX

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

People Pillar

The People Pillar is our evaluation of the LTSEX 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 LTSEX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTSEX

More LTSEX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 86.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

25.84
435,249,899
—

Principal Diversified International R-6

10.42
175,549,383
—

Principal Blue Chip R-6

7.24
121,997,112
—

Principal LargeCap Growth I R6

7.22
121,654,682
—

Principal Large Cap S&P 500 Index Inst

7.18
121,026,355
—

Principal Equity Income Inst

7.05
118,737,508
—

Principal Large Cap Value III Inst

6.91
116,384,811
—

Principal Overseas Instl

5.62
94,734,254
—

Principal MidCap Value I R-6

4.57
76,900,630
—

Principal High Income Inst

4.06
68,387,421
—