Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2030 R6 PLZTX
- NAV / 1-Day Return 12.38 / −0.16 %
- Total Assets 812.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.330%
- 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 2.58%
- Turnover 12%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis PLZTX
Will PLZTX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 33.66 | 280.2 Mil | — |
Principal Large Cap S&P 500 Index Inst | 31.31 | 260.6 Mil | — |
Principal Diversified International R-6 | 14.63 | 121.8 Mil | — |
Principal MidCap S&P 400 Index R-6 | 7.99 | 66.5 Mil | — |
Principal High Income Inst | 4.72 | 39.3 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 2.53 | 21.0 Mil | — |
Principal Real Estate Securities Fd R-6 | 2.22 | 18.5 Mil | — |
Principal Origin Emerging Markets R6 | 1.53 | 12.7 Mil | — |
Principal International Small CompanyR-6 | 1.43 | 11.9 Mil | — |
CASH & RECEIVABLES | −0.01 | −50,811 | Cash and Equivalents |