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Principal LifeTime Hybrid 2025 Instl PHTQX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.53  /  0.00
  • Total Assets 776.7 Mil
  • Adj. Expense Ratio
    0.370%
  • 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.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings PHTQX

  • 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