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.
Will PHTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PHTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PHTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.