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Principal LifeTime 2050 R5 PTEFX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.52  /  +0.49 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.35%
  • Turnover 11%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis PTEFX

Will PTEFX outperform in future?

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

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings PTEFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Diversified International R-6

14.23 426.0 Mil

Principal Blue Chip R-6

10.81 323.5 Mil

Principal LargeCap Growth I R6

10.54 315.7 Mil

Principal Large Cap S&P 500 Index Inst

10.13 303.3 Mil

Principal Large Cap Value III Inst

9.54 285.7 Mil

Principal Equity Income Inst

9.44 282.5 Mil

Principal Overseas Instl

7.44 222.8 Mil

Principal MidCap Value I R-6

6.07 181.8 Mil

Principal MidCap Growth III Inst

4.13 123.5 Mil

Principal Origin Emerging Markets R6

3.47 104.0 Mil