The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2060 R1 PLTRX
- NAV / 1-Day Return 16.64 / +0.85 %
- Total Assets 980.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 0.84%
- Turnover 11%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis PLTRX
Will PLTRX 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 86.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R-6 | 15.60 | 148.3 Mil | — |
Principal Blue Chip R-6 | 10.80 | 102.7 Mil | — |
Principal LargeCap Growth I R6 | 10.61 | 100.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.16 | 96.6 Mil | — |
Principal Large Cap Value III Inst | 9.42 | 89.5 Mil | — |
Principal Equity Income Inst | 9.27 | 88.2 Mil | — |
Principal Overseas Instl | 6.49 | 61.7 Mil | — |
Principal MidCap Value I R-6 | 6.10 | 58.0 Mil | — |
Principal MidCap Growth III Inst | 4.25 | 40.4 Mil | — |
Principal Origin Emerging Markets R6 | 3.66 | 34.8 Mil | — |