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Principal LifeTime 2040 R4 PTDSX

Analyst rating as of
NAV / 1-Day Return
14.95  /  2.40 %
Total Assets
4.0 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Average
Longest Manager Tenure
15.51 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.79%
Turnover
20%

Morningstar’s Fund Analysis PTDSX

Will PTDSX 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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