The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2020 R1 PWASX
- NAV / 1-Day Return 12.54 / +0.64 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.410%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 1.92%
- Turnover 10%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PWASX
Will PWASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 85.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 31.14 | 741.8 Mil | — |
Principal Short-Term Income Inst | 12.96 | 308.7 Mil | — |
Principal Diversified International R6 | 6.92 | 164.9 Mil | — |
Principal High Income Inst | 6.17 | 147.0 Mil | — |
Principal Inflation Protection Inst | 5.31 | 126.4 Mil | — |
Principal Large Cap S&P 500 Index Inst | 4.96 | 118.1 Mil | — |
Principal LargeCap Growth I R6 | 4.86 | 115.8 Mil | — |
Principal Blue Chip R6 | 4.85 | 115.6 Mil | — |
Principal Large Cap Value III Inst | 4.37 | 104.1 Mil | — |
Principal Equity Income Inst | 4.32 | 102.9 Mil | — |