Principal Lifetime has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime 2020 Fund Institutional Class PLWIX
- NAV / 1-Day Return 12.65 / −0.16 %
- Total Assets 1.8B
-
Adj. Expense Ratio
0.480%
- Expense Ratio 0.010%
- 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 3.13%
- Turnover 26%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PLWIX
Will PLWIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PLWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 90.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Core Fixed Income R6 | 32.39 | 581M | — |
Principal Short-Term Income Inst | 14.04 | 252M | — |
Principal Large Cap S&P 500 Index Inst | 11.18 | 200M | — |
Principal International Equity R-6 | 10.68 | 191M | — |
Principal High Yield R-6 | 5.90 | 106M | — |
Principal Inflation Protection Inst | 5.23 | 94M | — |
Principal Equity Income Inst | 3.01 | 54M | — |
Principal Glb Emerging Markets R6 | 2.94 | 53M | — |
Principal Large Cap Value III Inst | 2.73 | 49M | — |
Principal LargeCap Growth I R6 | 2.50 | 45M | — |
United States