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Morningstar

Principal LifeTime 2010 A PENAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.25  /  0.00
  • Total Assets 536.3 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.34%
  • Turnover 27%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PENAX

Will PENAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PENAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PENAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PENAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Changes are still in the making.

Analyst

Summary

| by Hyunmin Kim

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.

Unlock our full analysis with Morningstar Investor