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Principal LifeTime 2020 A PTBAX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.19  /  0.00
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 10%

Morningstar’s Analysis PTBAX

Will PTBAX 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

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Portfolio Holdings PTBAX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

31.25
772,409,955

Principal Short-Term Income Inst

12.22
301,939,889

Principal Diversified International R-6

6.57
162,463,665

Principal High Income Inst

5.86
144,880,846

Principal Inflation Protection Inst

5.30
130,998,041

Principal Blue Chip R-6

4.99
123,415,664

Principal LargeCap Growth I R6

4.86
120,189,908

Principal Large Cap S&P 500 Index Inst

4.71
116,444,713

Principal Large Cap Value III Inst

4.39
108,453,621

Principal Equity Income Inst

4.33
106,950,671