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.
- NAV / 1-Day Return 7.95 / 0.00
- Total Assets 274.7 Mil
Adj. Expense Ratio
- Expense Ratio 1.420%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Limited
- TTM Yield 1.84%
- Turnover 29%
Morningstar’s Analysis LTSGX
Will LTSGX outperform in future?
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