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Principal LifeTime 2020 Institutional PLWIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.06  /  0.08 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.83%
  • Turnover 10%

Morningstar’s Analysis PLWIX

Will PLWIX outperform in future?

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

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings PLWIX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 86.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

32.13
785,818,833

Principal Short-Term Income Inst

12.47
304,908,145

Principal Diversified International R-6

6.80
166,350,563

Principal High Income Inst

6.02
147,260,879

Principal Inflation Protection Inst

5.44
133,131,858

Principal Blue Chip R-6

5.18
126,710,867

Principal LargeCap Growth I R6

5.04
123,300,458

Principal Large Cap S&P 500 Index Inst

4.75
116,270,233

Principal Equity Income Inst

4.31
105,393,895

Principal Large Cap Value III Inst

4.23
103,526,064