The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Strategic Inc R5 PLSPX
- NAV / 1-Day Return 10.90 / −0.18 %
- Total Assets 784.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.770%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.32%
- Turnover 12%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis PLSPX
Will PLSPX 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 87.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 33.31 | 269.7 Mil | — |
Principal Short-Term Income Inst | 16.94 | 137.2 Mil | — |
Principal High Income Inst | 6.87 | 55.6 Mil | — |
Principal Inflation Protection Inst | 6.07 | 49.2 Mil | — |
Principal Diversified International R-6 | 5.70 | 46.1 Mil | — |
Principal Blue Chip R-6 | 3.76 | 30.5 Mil | — |
Principal Large Cap S&P 500 Index Inst | 3.71 | 30.1 Mil | — |
Principal LargeCap Growth I R6 | 3.69 | 29.9 Mil | — |
Principal Large Cap Value III Inst | 3.54 | 28.7 Mil | — |
Principal Equity Income Inst | 3.49 | 28.2 Mil | — |