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Principal LifeTime Strategic Inc J PLSJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.85  /  0.09 %
  • Total Assets 798.5 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.48%
  • Turnover 12%

Morningstar’s Analysis PLSJX

Will PLSJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings PLSJX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 88.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

34.41
273,952,008

Principal Short-Term Income Inst

17.20
136,921,975

Principal High Income Inst

6.91
55,049,233

Principal Inflation Protection Inst

6.24
49,693,080

Principal Diversified International R-6

5.32
42,323,676

Principal Blue Chip R-6

4.14
32,923,255

Principal LargeCap Growth I R6

4.02
32,041,562

Principal Large Cap S&P 500 Index Inst

3.70
29,434,133

Principal Equity Income Inst

3.45
27,433,069

Principal Large Cap Value III Inst

3.39
26,971,311