The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2050 R1 PZASX
- NAV / 1-Day Return 17.16 / +1.18 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.540%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2050
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 0.78%
- Turnover 11%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PZASX
Will PZASX 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 86.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Diversified International R6 | 15.60 | 502.6 Mil | — |
Principal LargeCap Growth I R6 | 10.92 | 351.9 Mil | — |
Principal Blue Chip R6 | 10.89 | 351.0 Mil | — |
Principal Large Cap S&P 500 Index Inst | 10.81 | 348.3 Mil | — |
Principal Large Cap Value III Inst | 9.85 | 317.4 Mil | — |
Principal Equity Income Inst | 9.75 | 314.2 Mil | — |
Principal Overseas Instl | 6.40 | 206.1 Mil | — |
Principal MidCap Value I R6 | 4.93 | 158.7 Mil | — |
Principal Origin Emerging Markets R6 | 3.76 | 121.0 Mil | — |
Principal MidCap Growth III Inst | 3.20 | 103.2 Mil | — |