Skip to Content

Principal LifeTime 2010 A PENAX

Analyst rating as of
NAV / 1-Day Return
14.02  /  0.21 %
Total Assets
735.7 Mil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
High
Longest Manager Tenure
13.50 years
Category
US Fund Target-Date 2000-2010
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.05%
Turnover
37%
Premium

Morningstar’s Analysis

Will PENAX outperform in future?

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

Lacks an edge.

Analyst

Summary

| |

Experienced managers lead the Principal LifeTime series, but they lack the resources of more forward-thinking multi-asset organizations and don’t differentiate much from peers. The series’ Morningstar Analyst Ratings range from Neutral to Negative depending on the share class.

Unlock our full analysis with Morningstar Premium