Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2040 Instl PLTQX
- NAV / 1-Day Return 13.92 / +0.72 %
- Total Assets 662.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.400%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.03%
- Turnover 11%
USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 12:06 AM GMT+0
Morningstar’s Analysis PLTQX
Will PLTQX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 42.14 | 283.5 Mil | — |
Principal Diversified International R-6 | 19.69 | 132.5 Mil | — |
Principal Bond Market Index Instl | 14.89 | 100.2 Mil | — |
Principal MidCap S&P 400 Index R-6 | 10.74 | 72.3 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 3.40 | 22.9 Mil | — |
Principal High Income Inst | 2.98 | 20.0 Mil | — |
Principal Real Estate Securities Fd R-6 | 2.19 | 14.7 Mil | — |
Principal Origin Emerging Markets R6 | 2.05 | 13.8 Mil | — |
Principal International Small CompanyR-6 | 1.93 | 13.0 Mil | — |
CASH & RECEIVABLES | 0.00 | −12,926 | Cash and Equivalents |