The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2065 R4 PLJDX
- NAV / 1-Day Return 13.94 / +0.14 %
- Total Assets 188.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2065+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.23%
- Turnover 14%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0
Morningstar’s Analysis PLJDX
Will PLJDX 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 86.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 15.59 | 27.9 Mil | — |
Principal Blue Chip R-6 | 10.74 | 19.2 Mil | — |
Principal LargeCap Growth I R6 | 10.58 | 18.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.14 | 18.1 Mil | — |
Principal Large Cap Value III Inst | 9.44 | 16.9 Mil | — |
Principal Equity Income Inst | 9.33 | 16.7 Mil | — |
Principal Overseas Instl | 6.50 | 11.6 Mil | — |
Principal MidCap Value I R-6 | 6.10 | 10.9 Mil | — |
Principal MidCap Growth III Inst | 4.30 | 7.7 Mil | — |
Principal Origin Emerging Markets R6 | 3.66 | 6.6 Mil | — |