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.
Will PMTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PMTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PMTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.