The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2015 R4 LTSLX
- NAV / 1-Day Return 8.40 / +0.36 %
- Total Assets 251.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.66%
- Turnover 15%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis LTSLX
Will LTSLX 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 86.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 32.55 | 81.7 Mil | — |
Principal Short-Term Income Inst | 16.09 | 40.4 Mil | — |
Principal High Income Inst | 6.65 | 16.7 Mil | — |
Principal Diversified International R-6 | 5.99 | 15.0 Mil | — |
Principal Inflation Protection Inst | 5.92 | 14.9 Mil | — |
Principal Blue Chip R-6 | 4.16 | 10.4 Mil | — |
Principal LargeCap Growth I R6 | 4.07 | 10.2 Mil | — |
Principal Large Cap S&P 500 Index Inst | 3.99 | 10.0 Mil | — |
Principal Large Cap Value III Inst | 3.58 | 9.0 Mil | — |
Principal Equity Income Inst | 3.51 | 8.8 Mil | — |