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Principal LifeTime Hybrid 2020 R-5 PHTIX

Analyst rating as of
NAV / 1-Day Return
12.50  /  1.19 %
Total Assets
398.7 Mil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
High
Longest Manager Tenure
6.33 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.67%
Turnover
27%
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Morningstar’s Analysis

Will PHTIX outperform in future?

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

Not much differentiation.

Analyst

Summary

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Experienced managers lead the Principal LifeTime Hybrid series, but they lack the resources of more forward-thinking multi-asset organizations and don’t differentiate much from peers. All of this fund's share classes receive Morningstar Analyst Ratings of Neutral.

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