The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Strategic Inc A PALTX
- NAV / 1-Day Return 11.52 / +0.61 %
- Total Assets 792.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.20%
- Turnover 12%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PALTX
Will PALTX 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 88.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 33.28 | 262.6 Mil | — |
Principal Short-Term Income Inst | 17.15 | 135.4 Mil | — |
Principal High Income Inst | 7.01 | 55.3 Mil | — |
Principal Inflation Protection Inst | 6.03 | 47.6 Mil | — |
Principal Diversified International R6 | 5.65 | 44.6 Mil | — |
Principal Large Cap S&P 500 Index Inst | 3.95 | 31.2 Mil | — |
Principal LargeCap Growth I R6 | 3.95 | 31.2 Mil | — |
Principal Blue Chip R6 | 3.94 | 31.1 Mil | — |
Principal Large Cap Value III Inst | 3.56 | 28.1 Mil | — |
Principal Equity Income Inst | 3.52 | 27.8 Mil | — |