Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid Income Instl PHTFX
- NAV / 1-Day Return 10.20 / +0.10 %
- Total Assets 128.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.06%
- Turnover 21%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0
Morningstar’s Analysis PHTFX
Will PHTFX 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 99.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 33.15 | 41.0 Mil | — |
Principal Large Cap S&P 500 Index Inst | 18.56 | 23.0 Mil | — |
Principal Short-Term Income Inst | 16.74 | 20.7 Mil | — |
Principal Diversified International R-6 | 8.61 | 10.7 Mil | — |
Principal High Income Inst | 6.69 | 8.3 Mil | — |
Principal Inflation Protection Inst | 6.09 | 7.5 Mil | — |
Principal MidCap S&P 400 Index R-6 | 4.63 | 5.7 Mil | — |
Principal Diversified Real Asset R6 | 2.25 | 2.8 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.48 | 1.8 Mil | — |
Principal Origin Emerging Markets R6 | 0.93 | 1.1 Mil | — |