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.
NAV / 1-Day Return
15.73 / 0.19 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis PTEFX
Will PTEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.