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Principal LifeTime Strategic Inc A PALTX

Analyst rating as of
  • NAV / 1-Day Return 10.64  /  0.57 %
  • Total Assets 345.5 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.33%
  • Turnover 34%

Morningstar’s Analysis PALTX

Will PALTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changes are still in the making.

Summary

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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.

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