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 9.98 / −0.10 %
- Total Assets 127.2 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 Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM 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 | 33.48 | 43.1 Mil | — |
Principal Large Cap S&P 500 Index Inst | 18.13 | 23.3 Mil | — |
Principal Short-Term Income Inst | 16.85 | 21.7 Mil | — |
Principal Diversified International R-6 | 8.47 | 10.9 Mil | — |
Principal High Income Inst | 6.78 | 8.7 Mil | — |
Principal Inflation Protection Inst | 6.14 | 7.9 Mil | — |
Principal MidCap S&P 400 Index R-6 | 4.63 | 6.0 Mil | — |
Principal Diversified Real Asset R6 | 2.30 | 3.0 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.46 | 1.9 Mil | — |
Principal Origin Emerging Markets R6 | 0.88 | 1.1 Mil | — |