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 R6 PLFTX
- NAV / 1-Day Return 12.15 / +0.50 %
- Total Assets 755.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.72%
- Turnover 12%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0
Morningstar’s Analysis PLFTX
Will PLFTX 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 | 29.46 | 229.2 Mil | — |
Principal Large Cap S&P 500 Index Inst | 26.53 | 206.4 Mil | — |
Principal Diversified International R-6 | 12.40 | 96.4 Mil | — |
Principal Short-Term Income Inst | 8.05 | 62.6 Mil | — |
Principal MidCap S&P 400 Index R-6 | 6.76 | 52.6 Mil | — |
Principal High Income Inst | 5.19 | 40.3 Mil | — |
Principal Inflation Protection Inst | 4.69 | 36.4 Mil | — |
Principal Diversified Real Asset R6 | 2.27 | 17.7 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 2.13 | 16.6 Mil | — |
Principal Origin Emerging Markets R6 | 1.29 | 10.1 Mil | — |