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Morningstar

Principal LifeTime 2030 R3 PTCMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.60  /  0.71 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.23%
  • Turnover 31%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 12:11 AM GMT+0

Morningstar’s Analysis PTCMX

Will PTCMX 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 PTCMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PTCMX 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 PTCMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Changes are still in the making.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTCMX

More PTCMX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 87.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

33.15
1,746,493,494
—

Principal Diversified International R-6

9.66
508,790,211
—

Principal LargeCap Growth I R6

6.64
349,633,716
—

Principal Blue Chip R-6

6.62
349,011,140
—

Principal Large Cap S&P 500 Index Inst

6.23
328,224,778
—

Principal Large Cap Value III Inst

5.78
304,552,208
—

Principal Equity Income Inst

5.78
304,488,464
—

Principal Overseas Instl

5.25
276,732,995
—

Principal High Income Inst

4.61
243,048,067
—

Principal MidCap Value I R-6

3.72
196,106,950
—