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Principal LifeTime 2025 Institutional LTSTX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.30  /  +0.62 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.50%
  • Turnover 14%

USD | NAV as of Jun 13, 2024 | 1-Day Return as of Jun 13, 2024, 12:07 AM GMT+0

Morningstar’s Analysis LTSTX

Will LTSTX 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 LTSTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

30.08 469.6 Mil

Principal Short-Term Income Inst

8.75 136.5 Mil

Principal Diversified International R-6

8.22 128.3 Mil

Principal High Income Inst

5.38 83.9 Mil

Principal Blue Chip R-6

5.32 83.1 Mil

Principal Large Cap S&P 500 Index Inst

5.28 82.5 Mil

Principal LargeCap Growth I R6

5.19 80.9 Mil

Principal Large Cap Value III Inst

5.03 78.4 Mil

Principal Equity Income Inst

4.93 77.0 Mil

Principal Inflation Protection Inst

4.75 74.2 Mil