Skip to Content

Principal LifeTime 2030 Institutional PMTIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.19  /  +0.07 %
  • Total Assets 5.5 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.37%
  • Turnover 11%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PMTIX

Will PMTIX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMTIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 83.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

30.31 1.6 Bil

Principal Diversified International R-6

9.80 521.9 Mil

Principal Blue Chip R-6

6.36 338.4 Mil

Principal Large Cap S&P 500 Index Inst

6.28 334.6 Mil

Principal LargeCap Growth I R6

6.20 329.9 Mil

Principal Large Cap Value III Inst

6.01 319.8 Mil

Principal Equity Income Inst

5.89 313.8 Mil

Principal High Income Inst

4.88 259.8 Mil

Principal Overseas Instl

4.06 216.2 Mil

Principal MidCap Value I R-6

3.72 198.0 Mil