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Morningstar

Principal LifeTime Strategic Inc R1 PLAIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.66  /  0.66 %
  • Total Assets 346.7 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Limited
  • TTM Yield 1.84%
  • Turnover 34%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis PLAIX

Will PLAIX outperform in future?

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

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.

Changes are still in the making.

Analyst

Summary

| by Hyunmin Kim

Principal LifeTime features experienced managers, yet a recent shakeup of its supporting cast and an untested process warrant all shares of this series retaining their Morningstar Analyst Ratings, which range from Neutral to Negative depending on the expense ratio.

Unlock our full analysis with Morningstar Investor