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Principal LifeTime Strategic Inc R3 PLSMX

Analyst rating as of
NAV / 1-Day Return
12.98  /  0.15 %
Total Assets
461.6 Mil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Above Average
Longest Manager Tenure
14.40 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.46%
Turnover
31%
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Morningstar’s Analysis

Will PLSMX outperform in future?

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

Lacks an edge.

Senior Analyst

Summary

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Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. Experienced managers lead the Principal LifeTime series, but they lack the resources of more forward-thinking multi-asset organizations and don't differentiate much. The series' Morningstar Analyst Ratings range from Neutral to Negative depending on the share class.

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