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Principal LifeTime 2030 R5 PTCPX

Analyst rating as of
NAV / 1-Day Return
13.69  /  0.44 %
Total Assets
5.2 Bil
Adj. Expense Ratio
0.260%
Expense Ratio
0.850%
Distribution Fee Level
High
Share Class Type
Retirement, Large
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.47%
Turnover
24%

Morningstar’s Analysis PTCPX

Will PTCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changes are still in the making.

Summary

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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.

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