Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2015 Instl PHTMX
- NAV / 1-Day Return 11.25 / +0.45 %
- Total Assets 271.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.96%
- Turnover 16%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis PHTMX
Will PHTMX 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 | 32.68 | 87.3 Mil | — |
Principal Large Cap S&P 500 Index Inst | 19.31 | 51.6 Mil | — |
Principal Short-Term Income Inst | 16.01 | 42.8 Mil | — |
Principal Diversified International R-6 | 8.96 | 23.9 Mil | — |
Principal High Income Inst | 6.56 | 17.5 Mil | — |
Principal Inflation Protection Inst | 6.00 | 16.0 Mil | — |
Principal MidCap S&P 400 Index R-6 | 4.82 | 12.9 Mil | — |
Principal Diversified Real Asset R6 | 2.25 | 6.0 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.54 | 4.1 Mil | — |
Principal Origin Emerging Markets R6 | 0.96 | 2.6 Mil | — |