Morningstar

Principal LifeTime 2030 Fund R-3 Class PTCMX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $14.79  /  −0.20 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 1.070%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.19%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis PTCMX

Will PTCMX outperform in the 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.

Underlying fund managers need to pull through.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support the Principal Lifetime target-date series, yet under its new proprietary structure, the series’ underlying active fund managers have struggled to hold up their end.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PTCMX

More PTCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

23.33 996M
—

Principal International Equity R-6

14.34 612M
—

Principal Capital Appreciation Inst

10.90 465M
—

Principal LargeCap Growth I R6

8.18 349M
—

Principal Large Cap Value III Inst

5.79 247M
—

Principal Short-Term Income Inst

5.76 246M
—

Principal US Mega-Cap ETF

5.38 230M
—

Principal High Yield R-6

4.64 198M
—

Principal Spectrum Pref&Cptl Scs IncR6

4.52 193M
—

Principal Glb Emerging Markets R6

4.03 172M
—

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