The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2030 A PTCAX
- NAV / 1-Day Return 14.14 / +0.64 %
- Total Assets 5.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.99%
- Turnover 11%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis PTCAX
Will PTCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 87.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 33.01 | 1.8 Bil | — |
Principal Diversified International R-6 | 9.87 | 537.7 Mil | — |
Principal Blue Chip R-6 | 6.90 | 376.1 Mil | — |
Principal LargeCap Growth I R6 | 6.78 | 369.2 Mil | — |
Principal Large Cap S&P 500 Index Inst | 6.28 | 342.1 Mil | — |
Principal Large Cap Value III Inst | 5.98 | 325.7 Mil | — |
Principal Equity Income Inst | 5.87 | 320.0 Mil | — |
Principal High Income Inst | 4.65 | 253.5 Mil | — |
Principal Overseas Instl | 4.10 | 223.6 Mil | — |
Principal MidCap Value I R-6 | 3.86 | 210.1 Mil | — |