Skip to Content

Principal LifeTime Hybrid 2025 R-5 PHTOX

Quantitative rating as of
NAV / 1-Day Return
11.92  /  0.51 %
Total Assets
283.6 Mil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
High
Longest Manager Tenure
5.78 years
Category
US Fund Target-Date 2025
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.24%
Turnover
23%
Premium

Morningstar’s Analysis

Will PHTOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

Unlock our full analysis with Morningstar Premium