The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2030 J PLTJX
- NAV / 1-Day Return 14.27 / +0.85 %
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.15%
- Turnover 11%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PLTJX
Will PLTJX 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 84.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 30.14 | 1.6 Bil | — |
Principal Diversified International R6 | 9.66 | 523.7 Mil | — |
Principal Large Cap S&P 500 Index Inst | 6.77 | 367.0 Mil | — |
Principal LargeCap Growth I R6 | 6.76 | 366.6 Mil | — |
Principal Blue Chip R6 | 6.75 | 365.8 Mil | — |
Principal Large Cap Value III Inst | 6.09 | 330.0 Mil | — |
Principal Equity Income Inst | 6.02 | 326.5 Mil | — |
Principal High Income Inst | 4.86 | 263.8 Mil | — |
Principal Overseas Instl | 3.95 | 214.2 Mil | — |
Principal MidCap Value I R6 | 3.03 | 164.5 Mil | — |