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Principal LifeTime 2020 R1 PWASX

Analyst rating as of
NAV / 1-Day Return
13.82  /  0.79 %
Total Assets
3.5 Bil
Adj. Expense Ratio
1.380%
Expense Ratio
1.380%
Fee Level
High
Longest Manager Tenure
14.65 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Limited
TTM Yield
1.56%
Turnover
20%
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Morningstar’s Analysis

Will PWASX outperform in future?

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Comanager Departs Principal LifeTime Target-Date Series; Analyst Rating Unchanged at Neutral

Analyst Note

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Principal LifeTime target-date series comanager Matthew Annenberg has left the funds for a position in the firm’s Client Solutions group. Annenberg was responsible for macro research and risk-management, duties that have been assumed by teams at Principal. Remaining at the series’ helm are three comanagers: Randy Welch, James Fennessey, and Scott Smith.

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