PLAIX – Fund Analysis – Principal LifeTime Strategic Inc R1 | Morningstar

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Will PLAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PLAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PLAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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

by Hyunmin Kim

Rated on Nov 7, 2023 Published on Nov 7, 2023

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