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Morningstar

Principal LifeTime 2050 R3 PTERX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.20  /  −0.92 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.09%
  • Turnover 11%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis PTERX

Will PTERX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PTERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PTERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTERX

More PTERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Diversified International R-6

15.61 485.3 Mil
—

Principal Blue Chip R-6

10.83 336.8 Mil
—

Principal LargeCap Growth I R6

10.63 330.7 Mil
—

Principal Large Cap S&P 500 Index Inst

10.18 316.5 Mil
—

Principal Large Cap Value III Inst

9.40 292.5 Mil
—

Principal Equity Income Inst

9.25 287.6 Mil
—

Principal Overseas Instl

6.49 202.0 Mil
—

Principal MidCap Value I R-6

6.11 189.9 Mil
—

Principal MidCap Growth III Inst

4.22 131.3 Mil
—

Principal Origin Emerging Markets R6

3.66 113.8 Mil
—