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Principal LifeTime 2020 R4 PTBSX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.74  /  0.84 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.97%
  • Turnover 25%

Morningstar’s Analysis PTBSX

Will PTBSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changes are still in the making.

Summary

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Principal LifeTime features experienced managers, yet a recent shakeup of its supporting cast and an untested process warrant all shares of this series retaining their Morningstar Analyst Ratings, which range from Neutral to Negative depending on the expense ratio.

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