Advertisement
Skip to Content

Principal LifeTime 2030 R4 PTCSX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.61  /  1.02 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.970%
  • Distribution Fee Level 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 1.41%
  • Turnover 31%

Morningstar’s Analysis PTCSX

Will PTCSX outperform in future?

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

Changes are still in the making.

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.

Unlock our full analysis with Morningstar Investor