The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2015 Institutional LTINX
- NAV / 1-Day Return 8.38 / −0.24 %
- Total Assets 243.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.530%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.92%
- Turnover 15%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:05 AM GMT+0
Morningstar’s Analysis LTINX
Will LTINX 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 86.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 32.86 | 83.0 Mil | — |
Principal Short-Term Income Inst | 16.21 | 40.9 Mil | — |
Principal High Income Inst | 6.75 | 17.0 Mil | — |
Principal Inflation Protection Inst | 5.96 | 15.0 Mil | — |
Principal Diversified International R-6 | 5.93 | 15.0 Mil | — |
Principal Blue Chip R-6 | 3.92 | 9.9 Mil | — |
Principal Large Cap S&P 500 Index Inst | 3.87 | 9.8 Mil | — |
Principal LargeCap Growth I R6 | 3.85 | 9.7 Mil | — |
Principal Large Cap Value III Inst | 3.69 | 9.3 Mil | — |
Principal Equity Income Inst | 3.63 | 9.2 Mil | — |