Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2025 Instl PHTQX
- NAV / 1-Day Return 12.53 / 0.00
- Total Assets 776.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.69%
- Turnover 12%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0
Morningstar’s Analysis PHTQX
Will PHTQX 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 98.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 29.06 | 219.7 Mil | — |
Principal Large Cap S&P 500 Index Inst | 27.02 | 204.2 Mil | — |
Principal Diversified International R-6 | 12.54 | 94.8 Mil | — |
Principal Short-Term Income Inst | 7.96 | 60.1 Mil | — |
Principal MidCap S&P 400 Index R-6 | 6.73 | 50.9 Mil | — |
Principal High Income Inst | 5.09 | 38.5 Mil | — |
Principal Inflation Protection Inst | 4.63 | 35.0 Mil | — |
Principal Diversified Real Asset R6 | 2.23 | 16.9 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 2.15 | 16.3 Mil | — |
Principal Origin Emerging Markets R6 | 1.35 | 10.2 Mil | — |