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Principal LifeTime 2060 R5 PLTOX

Analyst rating as of
NAV / 1-Day Return
16.34  /  0.43 %
Total Assets
505.7 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
High
Longest Manager Tenure
7.75 years
Category
US Fund Target-Date 2060+
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.52%
Turnover
13%
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Morningstar’s Analysis

Will PLTOX outperform in future?

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

Lacks an edge.

Analyst

Summary

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Experienced managers lead the Principal LifeTime series, but they lack the resources of more forward-thinking multi-asset organizations and don’t differentiate much from peers. The series’ Morningstar Analyst Ratings range from Neutral to Negative depending on the share class.

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