Principal Lifetime has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime Strategic Income Fund Institutional Class PLSIX
- NAV / 1-Day Return 11.90 / −1.24 %
- Total Assets 654.9M
-
Adj. Expense Ratio
0.460%
- Expense Ratio 0.000
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.35%
- Turnover 24%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis PLSIX
Will PLSIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLSIX 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 PLSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 91.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Core Fixed Income R6 | 33.99 | 227M | — |
Principal Short-Term Income Inst | 16.55 | 111M | — |
Principal Large Cap S&P 500 Index Inst | 9.69 | 65M | — |
Principal International Equity R-6 | 9.28 | 62M | — |
Principal High Yield R-6 | 6.38 | 43M | — |
Principal Inflation Protection Inst | 5.66 | 38M | — |
Principal Equity Income Inst | 2.64 | 18M | — |
Principal Glb Emerging Markets R6 | 2.54 | 17M | — |
Principal Large Cap Value III Inst | 2.40 | 16M | — |
Principal LargeCap Growth I R6 | 2.21 | 15M | — |
United States