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.
- NAV / 1-Day Return 11.74 / 0.84 %
- Total Assets 2.7 Bil
Adj. Expense Ratio
- 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?
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