The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2020 R3 PTBMX
- NAV / 1-Day Return 12.01 / +0.67 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.20%
- Turnover 10%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PTBMX
Will PTBMX 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 84.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 31.13 | 775.0 Mil | — |
Principal Short-Term Income Inst | 12.29 | 306.0 Mil | — |
Principal Diversified International R-6 | 7.11 | 176.9 Mil | — |
Principal High Income Inst | 5.99 | 149.1 Mil | — |
Principal Inflation Protection Inst | 5.30 | 131.8 Mil | — |
Principal Blue Chip R-6 | 4.70 | 116.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 4.64 | 115.4 Mil | — |
Principal LargeCap Growth I R6 | 4.61 | 114.7 Mil | — |
Principal Large Cap Value III Inst | 4.42 | 110.0 Mil | — |
Principal Equity Income Inst | 4.35 | 108.3 Mil | — |