Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2015 R6 PLRRX
- NAV / 1-Day Return 10.95 / −0.09 %
- Total Assets 269.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.93%
- Turnover 16%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis PLRRX
Will PLRRX 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 99.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 32.99 | 90.4 Mil | — |
Principal Large Cap S&P 500 Index Inst | 18.90 | 51.8 Mil | — |
Principal Short-Term Income Inst | 16.12 | 44.2 Mil | — |
Principal Diversified International R-6 | 8.83 | 24.2 Mil | — |
Principal High Income Inst | 6.65 | 18.2 Mil | — |
Principal Inflation Protection Inst | 6.05 | 16.6 Mil | — |
Principal MidCap S&P 400 Index R-6 | 4.82 | 13.2 Mil | — |
Principal Diversified Real Asset R6 | 2.30 | 6.3 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.52 | 4.2 Mil | — |
Principal Origin Emerging Markets R6 | 0.92 | 2.5 Mil | — |