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Principal LifeTime 2020 Institutional PLWIX

Analyst rating as of
NAV / 1-Day Return
14.37  /  0.21 %
Total Assets
3.7 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
High
Longest Manager Tenure
13.39 years
Category
US Fund Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.11%
Turnover
34%
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Morningstar’s Analysis

Will PLWIX 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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