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Morningstar

Principal LifeTime 2020 R4 PTBSX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.93  /  −0.25 %
  • 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 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTBSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PTBSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PTBSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTBSX

More PTBSX Holdings
  • 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
—