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Principal LifeTime 2040 R1 PYASX

Analyst rating as of
  • NAV / 1-Day Return 14.36  /  0.98 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Limited
  • TTM Yield 0.60%
  • Turnover 24%

Morningstar’s Analysis PYASX

Will PYASX outperform in future?

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

Changes are still in the making.

Summary

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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.

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