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Principal LifeTime 2020 R5 PTBPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.34  /  0.00
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.50%
  • Turnover 10%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PTBPX

Will PTBPX 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 PTBPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

31.30 744.5 Mil

Principal Short-Term Income Inst

13.10 311.6 Mil

Principal Diversified International R-6

6.99 166.2 Mil

Principal High Income Inst

6.15 146.3 Mil

Principal Inflation Protection Inst

5.39 128.3 Mil

Principal Large Cap S&P 500 Index Inst

4.58 109.0 Mil

Principal Blue Chip R-6

4.55 108.3 Mil

Principal LargeCap Growth I R6

4.44 105.5 Mil

Principal Large Cap Value III Inst

4.30 102.2 Mil

Principal Equity Income Inst

4.21 100.2 Mil