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Principal LifeTime 2020 R4 PTBSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.92  /  −0.08 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • 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 2.38%
  • Turnover 10%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PTBSX

Will PTBSX 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 PTBSX

  • 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