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Principal LifeTime 2040 J PTDJX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.19  /  0.63 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.22%
  • Turnover 24%

Morningstar’s Analysis PTDJX

Will PTDJX 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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