Morningstar

Principal LifeTime Hybrid 2030 Fund R-6 PLZTX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 15.56  /  −0.13 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.010%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.64%
  • Turnover 25%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:30 AM GMT+0

Morningstar’s Analysis PLZTX

Will PLZTX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLZTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLZTX 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 PLZTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cost-effective retirement solution.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support Principal Lifetime, applying a reasonable and consistent process. Below-average fees for most share classes provide a consistent edge that should compound over the long term.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PLZTX

More PLZTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Large Cap S&P 500 Index Inst

31.06 553M
—

Principal Bond Market Index Instl

27.74 493M
—

Principal International Equity R-6

14.28 254M
—

Principal Short-Term Income Inst

5.52 98M
—

Principal High Yield R-6

4.51 80M
—

Principal Glb Emerging Markets R6

4.20 75M
—

Principal Inflation Protection Inst

3.79 67M
—

Principal SmallCap S&P 600 Index R6

3.02 54M
—

Principal MidCap S&P 400 Index R6

2.82 50M
—

Principal Real Estate Securities Fd R6

1.80 32M
—

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