Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2055 R6 PLHTX
- NAV / 1-Day Return 15.01 / −0.13 %
- Total Assets 218.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.390%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.69%
- Turnover 7%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis PLHTX
Will PLHTX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 50.01 | 113.1 Mil | — |
Principal Diversified International R-6 | 23.37 | 52.9 Mil | — |
Principal MidCap S&P 400 Index R-6 | 12.75 | 28.9 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 4.04 | 9.1 Mil | — |
Principal Origin Emerging Markets R6 | 2.44 | 5.5 Mil | — |
Principal International Small CompanyR-6 | 2.29 | 5.2 Mil | — |
Principal Real Estate Securities Fd R-6 | 2.17 | 4.9 Mil | — |
Principal Bond Market Index Instl | 2.17 | 4.9 Mil | — |
Principal High Income Inst | 0.77 | 1.7 Mil | — |
CASH & RECEIVABLES | −0.01 | −19,231 | Cash and Equivalents |